Account Advisor Jobs
Account Advisor jobs are open across financial services, insurance, healthcare, and technology, from entry-level to senior and team-lead positions, with common specializations in client retention, commercial accounts, and benefits advising. See the openings below and apply to the ones that match your experience.
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Position Title: Student Account Advisor - Fayette Campus
Position Accountable To: Business Services Manager
GENERAL SUMMARY: This position is responsible for coordinating and supporting student account services for the Fayette Campus programs. This position serves as a primary point of contact for students and parents regarding billing, payment options, refunds, and other student account matters. This position works closely with Financial Assistance, Athletics and Student Life to ensure accurate account information, timely processing and responsive customer service.
PRIMARY DUTIES AND RESPONSIBILITIES:
· Advise students and parents regarding student account balances, billing questions & payment options.
· Process student refunds in accordance with the Department of Education regulations and institution polices.
· Review and update balances for tuition payment plans and holds on accounts.
· Review student accounts for accuracy and assist with identifying and resolving discrepancies.
· Prepare withdrawal calculations throughout the semester
· Approve book vouchers at the beginning of each academic term.
· Track financial readiness and report as needed.
· Serve as the primary customer service contact for walk in traffic in the Business Office.
· Work closely with Financial Assistance personnel regarding student accounts
· Monitor business services email account and ensure inquiries are addressed in a timely manner.
· Maintain confidentiality and handle student financial information in accordance with privacy requirements.
· Provide clear, professional and timely communication to customers.
· Perform other duties as assigned
EDUCATION AND EXPERIENCE QUALIFICATIONS:
· High School Diploma
· Three-five years of accounting experience
· Proficient with Microsoft Word and Excel
· Customer Service Experience
· Cash Handling Experience
PHYSICAL REQUIREMENTS: Extended periods of sitting, and computer work. Must be able to speak in a clear and loud voice.
OTHER SKILLS AND ABILITIES:
· Strong Organization skills
· Ability to Multi-task
· Customer Service skills
· Experience with Billing/Invoicing
· Ability to work independently and as a part of a team
OTHER INFORMATION AND ATTRIBUTES: Occasional night and/or weekend work may be necessary
CMU Employees provide collegial, collaborative contributions to their areas and the University as a whole. They should stimulate a harmonious, productive and inviting work environment that is customer service oriented. Each must maintain a commitment to the mission and purposes of CMU. Central Methodist University is an Equal Opportunity Employer.
To receive an application, please email HR@centralmethodist.edu or call 660-248-6899. Review of applications will begin immediately and continue until the position is filled.
The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities associated with it. CMU management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary.
Pay: $17.00 - $18.00 per hour
Expected hours: 40.0 per week
Benefits:
- Dental insurance
- Employee discount
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Retirement plan
- Tuition reimbursement
Work Location: In person
Position Title: Student Account Advisor - Fayette Campus
Position Accountable To: Business Services Manager
GENERAL SUMMARY: This position is responsible for coordinating and supporting student account services for the Fayette Campus programs. This position serves as a primary point of contact for students and parents regarding billing, payment options, refunds, and other student account matters. This position works closely with Financial Assistance, Athletics and Student Life to ensure accurate account information, timely processing and responsive customer service.
PRIMARY DUTIES AND RESPONSIBILITIES:
· Advise students and parents regarding student account balances, billing questions & payment options.
· Process student refunds in accordance with the Department of Education regulations and institution polices.
· Review and update balances for tuition payment plans and holds on accounts.
· Review student accounts for accuracy and assist with identifying and resolving discrepancies.
· Prepare withdrawal calculations throughout the semester
· Approve book vouchers at the beginning of each academic term.
· Track financial readiness and report as needed.
· Serve as the primary customer service contact for walk in traffic in the Business Office.
· Work closely with Financial Assistance personnel regarding student accounts
· Monitor business services email account and ensure inquiries are addressed in a timely manner.
· Maintain confidentiality and handle student financial information in accordance with privacy requirements.
· Provide clear, professional and timely communication to customers.
· Perform other duties as assigned
EDUCATION AND EXPERIENCE QUALIFICATIONS:
· High School Diploma
· Three-five years of accounting experience
· Proficient with Microsoft Word and Excel
· Customer Service Experience
· Cash Handling Experience
PHYSICAL REQUIREMENTS: Extended periods of sitting, and computer work. Must be able to speak in a clear and loud voice.
OTHER SKILLS AND ABILITIES:
· Strong Organization skills
· Ability to Multi-task
· Customer Service skills
· Experience with Billing/Invoicing
· Ability to work independently and as a part of a team
OTHER INFORMATION AND ATTRIBUTES: Occasional night and/or weekend work may be necessary
CMU Employees provide collegial, collaborative contributions to their areas and the University as a whole. They should stimulate a harmonious, productive and inviting work environment that is customer service oriented. Each must maintain a commitment to the mission and purposes of CMU. Central Methodist University is an Equal Opportunity Employer.
To receive an application, please email HR@centralmethodist.edu or call 660-248-6899. Review of applications will begin immediately and continue until the position is filled.
The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities associated with it. CMU management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary.
Pay: $17.00 - $18.00 per hour
Expected hours: 40.0 per week
Benefits:
- Dental insurance
- Employee discount
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Retirement plan
- Tuition reimbursement
Work Location: In person
Account Advisor Jobs by Experience Level
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Find Account Advisor JobsAccount Advisor Job Market
Who's Hiring
What Employers Look For
The qualifications that appear most often in account advisor jobs.
- One to three years of experience in account management, sales, or customer service
- Proficiency in CRM software such as Salesforce or similar platforms
- Strong verbal and written communication skills for client-facing interactions
- Bachelor's degree in business, finance, communications, or a related field
- Ability to manage a portfolio of multiple accounts simultaneously
- Industry-specific licensing or certification where applicable, such as a state insurance license
Tips for Your Account Advisor Job Search
Tailor your resume to account metrics
Account advisor roles reward quantifiable outcomes, so replace vague phrases like 'managed accounts' with specifics: renewal rates, portfolio size, or client satisfaction scores. Hiring managers in this field scan for numbers that show you retain and grow accounts.
Highlight CRM proficiency prominently
Most account advisor postings list CRM experience as a requirement, not a nice-to-have. Name the specific platforms you've used in your skills section and in job descriptions, because applicant tracking systems filter for exact tool names before a human reviews your resume.
Apply early to roles that fit
Migrate Mate lists account advisor openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target postings by industry vertical
An account advisor role at an insurance carrier differs significantly from one at a SaaS company in daily tasks and required knowledge. Filter your job search by industry to match your background, since cross-industry applications without a clear narrative rarely advance past initial screening.
Prepare for scenario-based interview questions
Interviewers for account advisor roles typically ask how you've handled a client escalation, a lapsed renewal, or a competing offer from a rival vendor. Prepare two or three specific stories using the situation-action-result structure so your answers are concrete, not theoretical.
Negotiate using total compensation context
Account advisor offers often include a base plus variable commission or bonus tied to retention targets. Before accepting or countering, clarify how the variable component is calculated, what the realistic on-target earnings look like, and whether commission is capped at any threshold.
Account Advisor Jobs: Frequently Asked Questions
Which companies are hiring the most account advisors?
Fotona, Holman, and Harness are hiring the most account advisors right now, with openings concentrated in Texas, Kansas, and Georgia, based on current listings on Migrate Mate as of November 2026. Demand is especially consistent at large insurance carriers, financial services firms, and enterprise software companies.
How many account advisor jobs are remote?
About 57% of account advisor openings are fully remote or hybrid as of November 2026, with remote availability skewed toward roles in SaaS, benefits administration, and financial services rather than those requiring regular in-person client visits. On-site requirements are more common in insurance and healthcare-adjacent positions.
How do you become an account advisor?
Start by building a foundation in customer-facing work, whether through sales, client support, or account coordination roles. Develop familiarity with CRM tools and practice translating client needs into solutions. Depending on the industry, you may need a relevant license, such as a state insurance license, so research requirements for the vertical you want to enter.
Can you get hired as an account advisor with little experience?
Yes, many employers hire account advisors at the entry level if you can demonstrate strong communication skills and a service-oriented mindset. Internships, retail or hospitality experience, and any role involving client problem-solving are credible starting points. Emphasizing your ability to learn product knowledge quickly and stay organized under a high account volume helps offset a shorter resume.
What does the account advisor interview process look like?
The process typically starts with a phone screen focused on your background and motivation, followed by one or two rounds that include scenario or behavioral questions about handling difficult clients, managing competing priorities, and hitting retention goals. Some employers add a brief role-play exercise where you walk through a mock client conversation to demonstrate how you communicate and problem-solve in real time.
Where can I find and apply to account advisor jobs?
You can find and apply to account advisor jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that fit your experience level and industry background, then apply directly to each listing that matches what you're looking for.
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