Client Advisor Jobs in New York
Client Advisor jobs in New York are concentrated in wealth management, private banking, luxury retail, and financial services, with demand at every level from entry-level associates to senior relationship managers. Most hiring is in New York City, White Plains, and Long Island, where firms like JPMorgan Chase, Morgan Stanley, and Tiffany & Co. maintain large client-facing teams. The most sought-after specialties are high-net-worth client relations, investment advisory support, and luxury brand consulting. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 84+ Client Advisor jobs
OneGroup is a team of more than 200 insurance and risk management professionals who are ONE company acting as ONE team, with ONE focus and ONE mission: To serve each client as our ONE client.
OneGroup is one of the fastest growing independent insurance and risk management organizations in the northeast. With team members in 18 locations, OneGroup can provide best in class client resources while maintaining an entrepreneurial, friendly and fun environment. A subsidiary of Community Bank, NA (NYSE: CBU), OneGroup is headquartered in Syracuse, NY.
OneGroup’s company culture sets us apart from the rest. Our core values, what we call “The OneGroup Way” consists of the following:
Knowledge Development - Professional growth but also understanding the company, workflow processes, and the right people to get the job done. Adopting a growth mindset in everything we do.
Big Picture – How your individual contributions connect to the bigger things around us that can make a difference to the client. How do you utilize your talents and the attributes of those around you to create a unique solution for the client.
Acknowledgement – Recognize others contributions, appreciate what others do and their strengths.
Transparency – An environment that encourages open communication and feedback.
Bigger Purpose – How do we become more than just an insurance company to our clients? We seek to enhance our client’s businesses, support their mission, and understand their challenges.
Meet the team!: Responsibilities:
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Client advisors will handle a book of business by which he/she will build a relationship with each account and take ownership that the activities on the account are settled efficiently and accurately.
- Assist clients with policy changes, renewals and claims processing.
- Consistently advise clients on our “value” proposition to take the emphasis away from price exclusively and focus more on having comprehensive coverage.
- Conduct coverage and exposure reviews with existing clients to inform and advise on the importance of having adequate coverage at the time of a loss. This may include reaching out to clients with adverse development of their loss experience.
- Call out to new clients within your client assignments within 30-45 days of their new business effective date to make a personal introduction of your name and contact information. During this call, determine if there are any outstanding issues that need to be addressed and confirm the most effective form of communication with the client going forward.
- Review potential non-renewal issues with management.
- Discuss with the carrier if eligible for reinstatement or if coverage is to be rewritten.
- Quote and issue mid-term rewrites as the need arises and exposures change.
- Review renewal increases over established threshold. Contact incumbent carrier for rate relief options and discuss with insured. If marketing is our only choice, task out to the Placement Specialist team.
- Contact clients who have cancelled or requested cancellation of their insurance policy to determine the primary reasons for their decision to move their insurance. Establish controls to resolicit coverage and earn back business. Discuss findings with sales team and management.
- Communicate directly with insurance company underwriters to resolve outstanding or potential issues in an effort to protect client’s insurability.
- Document all interactions, including but not limited to clients and Carriers, (phone calls, e-mails, face-to-face meetings, letters, etc.) in company system so that any team member can assist client.
- Consistently obtain and update client’s primary contact information with the focus being placed on e-mail address and best contact phone number.
- Advise existing clients on preferred premium payment methods such as EFT, recurring credit card, and paid-in-full.
- Confirm appropriate tasks have been created in company system to properly service clients. Follow-up on pending activities/tasks until fully completed.
- Handle Reg. 34 issues and follow-up with DMV to confirm that any potential license/registration suspensions for our clients are resolved as soon as possible.
- Keep clients informed throughout the entire process.
- Meet established metrics/expectations for position including, but not limited to, Account Servicing activity, Referral Activity, Call Volume, Attendance, Quality Control Audits.
- Handle routine service matters when PL Assistants are not available including but not limited to, Carco, insured payments, ID cards, binders, payments, etc.
- Continually stay informed on important insurance coverage issues.
- Stay current with primary insurance companies relative to underwriting guidelines, available premium saving credits, technology platforms, etc.
- Participate in seminars and classes for skills and knowledge development.
- Perform other duties as required.
- Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner.
- High School Diploma or Equivalent
- College Degree Preferred
- All applicants must be 18 years of age or older.
- Professional Certifications/Licenses:
- Property/Casualty License Required
- Maintain License through continuing education.
- One to Three or more years of Insurance Experience is preferred
- Strong expertise and knowledge in policy coverage
- Customer Service Experience required
- Ability to use menu-driven software in addition to Word and Excel
- Ability to work independently as well as in a “team” environment
- Good organizational skills with the ability to manage multiple tasks efficiently
Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!
Physical Requirements:
The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.
The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.
OneGroup is a team of more than 200 insurance and risk management professionals who are ONE company acting as ONE team, with ONE focus and ONE mission: To serve each client as our ONE client.
OneGroup is one of the fastest growing independent insurance and risk management organizations in the northeast. With team members in 18 locations, OneGroup can provide best in class client resources while maintaining an entrepreneurial, friendly and fun environment. A subsidiary of Community Bank, NA (NYSE: CBU), OneGroup is headquartered in Syracuse, NY.
OneGroup’s company culture sets us apart from the rest. Our core values, what we call “The OneGroup Way” consists of the following:
Knowledge Development - Professional growth but also understanding the company, workflow processes, and the right people to get the job done. Adopting a growth mindset in everything we do.
Big Picture – How your individual contributions connect to the bigger things around us that can make a difference to the client. How do you utilize your talents and the attributes of those around you to create a unique solution for the client.
Acknowledgement – Recognize others contributions, appreciate what others do and their strengths.
Transparency – An environment that encourages open communication and feedback.
Bigger Purpose – How do we become more than just an insurance company to our clients? We seek to enhance our client’s businesses, support their mission, and understand their challenges.
Meet the team!: Responsibilities:
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Client advisors will handle a book of business by which he/she will build a relationship with each account and take ownership that the activities on the account are settled efficiently and accurately.
- Assist clients with policy changes, renewals and claims processing.
- Consistently advise clients on our “value” proposition to take the emphasis away from price exclusively and focus more on having comprehensive coverage.
- Conduct coverage and exposure reviews with existing clients to inform and advise on the importance of having adequate coverage at the time of a loss. This may include reaching out to clients with adverse development of their loss experience.
- Call out to new clients within your client assignments within 30-45 days of their new business effective date to make a personal introduction of your name and contact information. During this call, determine if there are any outstanding issues that need to be addressed and confirm the most effective form of communication with the client going forward.
- Review potential non-renewal issues with management.
- Discuss with the carrier if eligible for reinstatement or if coverage is to be rewritten.
- Quote and issue mid-term rewrites as the need arises and exposures change.
- Review renewal increases over established threshold. Contact incumbent carrier for rate relief options and discuss with insured. If marketing is our only choice, task out to the Placement Specialist team.
- Contact clients who have cancelled or requested cancellation of their insurance policy to determine the primary reasons for their decision to move their insurance. Establish controls to resolicit coverage and earn back business. Discuss findings with sales team and management.
- Communicate directly with insurance company underwriters to resolve outstanding or potential issues in an effort to protect client’s insurability.
- Document all interactions, including but not limited to clients and Carriers, (phone calls, e-mails, face-to-face meetings, letters, etc.) in company system so that any team member can assist client.
- Consistently obtain and update client’s primary contact information with the focus being placed on e-mail address and best contact phone number.
- Advise existing clients on preferred premium payment methods such as EFT, recurring credit card, and paid-in-full.
- Confirm appropriate tasks have been created in company system to properly service clients. Follow-up on pending activities/tasks until fully completed.
- Handle Reg. 34 issues and follow-up with DMV to confirm that any potential license/registration suspensions for our clients are resolved as soon as possible.
- Keep clients informed throughout the entire process.
- Meet established metrics/expectations for position including, but not limited to, Account Servicing activity, Referral Activity, Call Volume, Attendance, Quality Control Audits.
- Handle routine service matters when PL Assistants are not available including but not limited to, Carco, insured payments, ID cards, binders, payments, etc.
- Continually stay informed on important insurance coverage issues.
- Stay current with primary insurance companies relative to underwriting guidelines, available premium saving credits, technology platforms, etc.
- Participate in seminars and classes for skills and knowledge development.
- Perform other duties as required.
- Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner.
- High School Diploma or Equivalent
- College Degree Preferred
- All applicants must be 18 years of age or older.
- Professional Certifications/Licenses:
- Property/Casualty License Required
- Maintain License through continuing education.
- One to Three or more years of Insurance Experience is preferred
- Strong expertise and knowledge in policy coverage
- Customer Service Experience required
- Ability to use menu-driven software in addition to Word and Excel
- Ability to work independently as well as in a “team” environment
- Good organizational skills with the ability to manage multiple tasks efficiently
Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!
Physical Requirements:
The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.
The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.
See All 84 Client Advisor Jobs in New York
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Find Client Advisor JobsClient Advisor Jobs by City in New York
Where New York roles are concentrated, by current openings.
Client Advisor Job Market in New York
A snapshot from current New York openings, updated as new roles post.
Who's Hiring
- JPMorganChase40
- KeyBank9
- Gucci4
- Bank of America4
- James Perse Los Angeles2J
Top Industries Hiring
- Banking & Financial Services31
- Fintech22
- Investment & Asset Management22
- Insurance3
What New York Employers Look For
The qualifications that appear most often in client advisor jobs across New York.
- FINRA Series 7 or Series 65 license preferred or required by many New York financial firms
- Bachelor's degree in finance, business, communications, or a related field
- Proven experience managing client relationships in a professional or retail setting
- Strong written and verbal communication skills tailored to high-net-worth or executive audiences
- Proficiency with CRM platforms such as Salesforce or Bloomberg Terminal
- Ability to work on-site in a New York branch, office, or flagship location as required
Client Advisor Jobs in New York: Frequently Asked Questions
How do you become a client advisor in New York?
The path depends on the sector. For financial client advisor roles, New York employers typically require FINRA licensing, such as the Series 7 or Series 65, administered through FINRA and overseen in New York by the Department of Financial Services. Candidates generally need a bachelor's degree and pass the relevant exams before or shortly after hiring. For luxury retail or hospitality client advisor roles, no state license applies, and employers prioritize customer service experience and brand knowledge.
Which companies hire client advisors in New York?
New York client advisor roles are posted by JPMorganChase, KeyBank, and Gucci and others right now, based on current listings on Migrate Mate as of August 2026. New York's concentration of global financial institutions, luxury flagship stores, and private wealth firms makes it one of the most active states for this role.
Which New York cities have the most client advisor jobs?
New York, Central Valley, and Monroe have the most client advisor openings in New York. New York City dominates because it is home to the headquarters of major banks, asset managers, and luxury retailers, while White Plains and Long Island reflect the large suburban wealth management offices and regional branches that serve high-net-worth clients outside Manhattan.
Are there remote client advisor jobs in New York?
Yes, but they're less common than in purely desk-based fields, since client advisor work often involves in-person relationship building. About 26% of client advisor openings tied to New York are remote or hybrid as of August 2026, with hybrid arrangements more typical than fully remote. The roles most likely to offer flexibility are phone or digital account management positions rather than branch-based or luxury retail advisory roles.
How can I get hired as a client advisor in New York with little or no experience?
The most realistic entry point is a client services associate or personal banker role at one of New York's large retail banking networks, which regularly hire candidates without prior advisory experience and provide on-the-job FINRA exam sponsorship. Firms like JPMorgan Chase and Wells Fargo run structured new-hire programs at their New York branches. Luxury retail groups also hire entry-level client advisors from customer service and hospitality backgrounds. Earning a FINRA Series 65 or completing a finance certificate gives candidates a measurable edge.
Where can I find and apply to client advisor jobs in New York?
You can find and apply to client advisor jobs in New York on Migrate Mate, which lists current New York openings. Search the roles that match your background and experience level, then apply directly to whichever ones fit.
See All 84 Client Advisor Jobs in New York
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