Client Advisor Jobs
Client Advisor jobs are open across banking, wealth management, retail, insurance, and technology, from entry-level associate to senior and principal advisor, with specializations in relationship management, financial planning, and luxury retail. Find a role that fits from the openings below and apply directly.
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General Description: Responsible for servicing and managing client accounts and the retention of assigned Tier 1 Premier clients. Activities include, but not limited to renewal marketing, handling client questions and requests, and annual client coverage review. Required to perform essential functions and meet service standards and Best Practices developed by USI.
Responsibilities:
- Maintain a minimum of 95% retention of Client Accounts by pro-active client engagement including the contacting clients that have moved business by Broker of Record letters to determine why business was lost by USI.
- Provide technical expertise (knowledge of insurance coverage and products, staying abreast on industry updates and changes) with service of new and existing clients. Provide expertise in account development and/or identifying new exposures and problem solving in accordance with the objectives and procedures based on USI Core Values and Standards.
- Complete USI New Business Process for new clients, including establishing a communication plan with the client, reviewing all policies for accuracy, reviewing and delivering welcome packets and reviewing any necessary corrections with both client and carrier.
- Manage all pre-renewal activities for Premier clients, including delivering annual summary of insurance and scheduling client meeting/call to complete annual risk assessment. Holding client renewal meetings/calls to determine changes in exposures or client concerns with current program or marketplace. Deliver renewal proposal to Premier clients quoting additional lines and/or markets, as applicable.
- Execute on policy renewals as appropriate; issue proof of insurance as needed, deliver or cancel policies as required. Maintain renewal expirations, to avoid any lapse in coverage.
- Respond to underwriters’ questions in a timely and professional manner.
- Maintain a high degree of accuracy in agency management and document management systems.
- Provide direction to clients in submitting first reports of claims, facilitate prompt response from carrier.
Knowledge, Skills and Abilities:
- Up to 5 years experience in Personal Lines Property & Casualty Insurance along with comprehensive understanding of all Property & Casualty insurance coverages, underwriting and rating concepts.
- High School Graduate. College degree preferred, but not required.
- Must hold state Property & Casualty insurance license.
- Hold an industry designation such as ARM, CIC, CPRIA, CPCU or expected to further industry knowledge through courses with intent to pursue an industry designation.
- Strong written, oral and interpersonal communication skills.
- Knowledge of Sagitta/WorkSmart preferred, but not required.
- Ability to work in a fast paced environment with a high degree of accuracy.
- Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
- Ability to work in a team environment.
- Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
- Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.
Why USI?
With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.
Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.
Industry-Leading Programs, Rewards, and Recognition
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.
Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.
Committed to a Diverse and Inclusive Workplace
Our award-winning I’m With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.
Nationally Recognized as a Top Insurance Employer
- Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018-2025).
- Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
- Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025).
- Certified as a Great Place To Work two years in a row (2024-2025).
Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as 12 paid holidays.
This is a Paid Time Off/Paid Sick Leave eligible position. 18 days per year.
This is a bonus eligible position with a target incentive of 5%.
Salary Range: $65,000 - $85,000
General Description: Responsible for servicing and managing client accounts and the retention of assigned Tier 1 Premier clients. Activities include, but not limited to renewal marketing, handling client questions and requests, and annual client coverage review. Required to perform essential functions and meet service standards and Best Practices developed by USI.
Responsibilities:
- Maintain a minimum of 95% retention of Client Accounts by pro-active client engagement including the contacting clients that have moved business by Broker of Record letters to determine why business was lost by USI.
- Provide technical expertise (knowledge of insurance coverage and products, staying abreast on industry updates and changes) with service of new and existing clients. Provide expertise in account development and/or identifying new exposures and problem solving in accordance with the objectives and procedures based on USI Core Values and Standards.
- Complete USI New Business Process for new clients, including establishing a communication plan with the client, reviewing all policies for accuracy, reviewing and delivering welcome packets and reviewing any necessary corrections with both client and carrier.
- Manage all pre-renewal activities for Premier clients, including delivering annual summary of insurance and scheduling client meeting/call to complete annual risk assessment. Holding client renewal meetings/calls to determine changes in exposures or client concerns with current program or marketplace. Deliver renewal proposal to Premier clients quoting additional lines and/or markets, as applicable.
- Execute on policy renewals as appropriate; issue proof of insurance as needed, deliver or cancel policies as required. Maintain renewal expirations, to avoid any lapse in coverage.
- Respond to underwriters’ questions in a timely and professional manner.
- Maintain a high degree of accuracy in agency management and document management systems.
- Provide direction to clients in submitting first reports of claims, facilitate prompt response from carrier.
Knowledge, Skills and Abilities:
- Up to 5 years experience in Personal Lines Property & Casualty Insurance along with comprehensive understanding of all Property & Casualty insurance coverages, underwriting and rating concepts.
- High School Graduate. College degree preferred, but not required.
- Must hold state Property & Casualty insurance license.
- Hold an industry designation such as ARM, CIC, CPRIA, CPCU or expected to further industry knowledge through courses with intent to pursue an industry designation.
- Strong written, oral and interpersonal communication skills.
- Knowledge of Sagitta/WorkSmart preferred, but not required.
- Ability to work in a fast paced environment with a high degree of accuracy.
- Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
- Ability to work in a team environment.
- Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
- Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.
Why USI?
With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.
Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.
Industry-Leading Programs, Rewards, and Recognition
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.
Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.
Committed to a Diverse and Inclusive Workplace
Our award-winning I’m With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.
Nationally Recognized as a Top Insurance Employer
- Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018-2025).
- Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
- Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025).
- Certified as a Great Place To Work two years in a row (2024-2025).
Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as 12 paid holidays.
This is a Paid Time Off/Paid Sick Leave eligible position. 18 days per year.
This is a bonus eligible position with a target incentive of 5%.
Salary Range: $65,000 - $85,000
See All 636+ Client Advisor Jobs
Jump back to the full list of openings and apply to any client advisor role that fits.
Find Client Advisor JobsClient Advisor Job Market
A snapshot from current openings nationwide, updated as new roles post.
Who's Hiring
- JPMorganChase396
- Louis Vuitton40
- KeyBank38
- Marsh McLennan Agency16
- Prada15
Top Industries Hiring
- Banking & Financial Services145
- Investment & Asset Management104
- Fintech89
- Consulting & Professional Services70
- Retail41
What Employers Look For
The qualifications that appear most often in client advisor jobs.
- Two or more years of client-facing relationship management or sales experience
- Demonstrated ability to manage and grow a portfolio of accounts
- Strong verbal and written communication skills for client presentations and reporting
- Proficiency with CRM platforms such as Salesforce or HubSpot
- Bachelor's degree in business, finance, communications, or a related field
- Relevant industry licensure or certification such as Series 7, CFP, or equivalent
Tips for Your Client Advisor Job Search
Quantify your client retention results
Hiring managers for client advisor roles want proof you keep clients, not just acquire them. Pull retention rates, portfolio growth figures, or satisfaction scores from past roles and put them in your resume bullet points, not just your cover letter.
Tailor your resume to the client type
A client advisor resume for a private bank reads differently than one for a retail brand or a SaaS company. Swap in the right terminology for each sector, whether that's AUM, NPS, book of business, or account health, so your experience matches the employer's language.
Target openings by specialization, not just title
Search for your niche alongside the title: relationship manager, wealth advisor, or retail client advisor narrow results faster than the broad title alone. You'll surface roles that match your background and skip postings aimed at a different specialization entirely.
Apply early to roles that fit
Migrate Mate lists client advisor openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare a client scenario for behavioral rounds
Most client advisor interviews include a scenario where you must handle a dissatisfied or high-value client. Prepare two or three real examples using specific outcomes, not vague descriptions, so you can answer confidently regardless of how the interviewer frames the prompt.
Negotiate on total compensation, not base alone
Client advisor offers often include commission structure, book-of-business incentives, or performance bonuses that dwarf the base salary. Before accepting, ask for a breakdown of on-target earnings and how the variable component is calculated so you can compare offers accurately.
Client Advisor Jobs: Frequently Asked Questions
Which companies are hiring the most client advisors?
The companies hiring the most client advisors right now include JPMorganChase, Louis Vuitton, and KeyBank, with the largest share of openings in California, New York, and Texas, based on current listings on Migrate Mate as of June 2026. Demand is highest in financial services, wealth management, and enterprise technology sectors.
How many client advisor jobs are remote?
About 13% of client advisor openings are fully remote or hybrid as of June 2026, though availability varies significantly by industry and seniority. Roles focused on digital account management, SaaS customer success, and inside wealth advisory tend to offer the most remote flexibility, while luxury retail and private banking positions are typically on-site.
How do you become a client advisor?
Start by building experience in a client-facing role, whether in retail, banking, or account management, to develop relationship skills. Pursue a relevant bachelor's degree in business, finance, or communications, then add an industry certification such as a CFP or Series 7 if your target sector requires it. From there, target junior advisor or associate roles to build your own client portfolio and work toward a full advisor position.
Can you get hired as a client advisor with little experience?
Yes, many employers hire entry-level client advisors from retail, hospitality, or inside sales backgrounds because those roles develop the communication and problem-solving skills the job demands. Focus your resume on client interactions you've managed, any upselling or retention results you can quantify, and your ability to learn a product or service quickly. Boutique firms and growing fintech companies are often more open to non-traditional backgrounds than large institutions.
What does the client advisor interview process look like?
Most client advisor interview processes include an initial recruiter screen, one or two competency-based interviews focused on relationship management and handling difficult client situations, and a final round that often involves a hiring manager or panel. Some employers add a role-play exercise where you present a product or resolve a client scenario. Financial services firms may also require a background check and verification of any required licenses before an offer is extended.
Where can I find and apply to client advisor jobs?
You can find and apply to client advisor jobs on Migrate Mate, which lists current openings from across the United States in one place. Search by location, industry, or seniority level to narrow results to roles that match your background, then apply directly to each listing that fits.
See All 636+ Client Advisor Jobs
Jump back to the full list of openings and apply to any client advisor role that fits.
Find Client Advisor Jobs