Mid Level Customer Advisor Jobs
Mid level customer advisor jobs go to professionals ready to own client relationships end to end, mentor newer team members, and shape service decisions with minimal oversight. Openings are concentrated across Banking & Financial Services, Investment & Asset Management, and Healthcare & Medical Services, with a mix of on-site, remote, and hybrid settings, and employers like JPMorganChase, Lpl Financial, and Goldman Sachs hiring at this level now.
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Showing 5 of 130+ Mid Level Customer Advisor jobs
INTRODUCTION
To be part of our organization, every employee should understand and share in the YNHHS Vision, support our Mission, and live our Values. These values - integrity, patient-centered, respect, accountability, and compassion - must guide what we do, as individuals and professionals, every day.
The CARE Center Nurse Advisor supports and coordinates complex patient referrals and assists with successful and effective transitions of care from the hospital or emergency department setting. The CARE Center Nurse Advisor is an integral member of the Yale Medicine CARE Center team ensuring timely and appropriate referrals to designated specialty clinics. The CARE Center Nurse Advisor coordinates services within the multidisciplinary clinical system resulting in exceptional patient care and provider experience. The CARE Center Nurse Advisor collaborates with Yale Medicine CARE Center and YNHH leadership to meet the needs of patient access and continuity of care. The CARE Center Nurse Advisor assists Yale Medicine and YNHH leadership teams with review of operational metric trends, development of performance improvement action plans, program development, expansion, and successful achievement of programmatic goals.
EEO/AA/Disability/Veteran
Responsibilities
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Supports and enhances the process of scheduling patient appointments and referrals and assumes clinical nursing responsibilities associated with the Yale CARE Center.
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Serves as a clinical leader, patient resource, and advocate for disease specific pod within the Yale Medicine CARE Center.
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Serves as the clinical liaison between patients, families, referring providers, specialty teams, and community to ensure timely, efficient, and seamless access to appointments.
-
Collaborates with specialty providers and specialty teams to address any identified gaps in, or barriers to care; intervenes as appropriate.
-
Assists YNHH and YM Clinical and Administrative leadership with monitoring of Key Performance Indicators (KPI) and engages in performance improvement activities related to transitions of care and patient access to care.
-
Monitors KPI metrics.
-
Functions as a resource for patients requiring coordination of multiple appointments.
-
Responsible for coordination of provider specialty visits, diagnostic testing, procedures, ancillary services, and sequencing of appointments to meet the needs of the patient/family.
-
Supports activities related to transitions of care.
-
Monitors daily reports to identify Yale Medicine patients discharged from the hospital or emergency department who may require follow up care in a YM specialty practice.
QUALIFICATIONS
Education
Bachelor's Degree in Nursing required; Master's degree in Nursing or Healthcare preferred.
Experience
Three (3) to five (5) years experience in acute or ambulatory care required. Experience in a combination of the following is essential: clinical care specific to the specialty pod, clinical process improvement, outcomes management, case management, and physician relations. Experience in collaborating with members of the care team to coordinate specialty complex needs is required. Excellent oral and written communication skills is essential. Knowledge and understanding of standards related to the Joint Commission certification process preferred.
LICENSURE
Current State of Connecticut RN license.
SPECIAL SKILLS
Candidate must be able to thrive in a fast paced, complex academic medical environment where the CARE Center Nurse Advisor works as a valued member of the multidisciplinary team. Background in disease specific entity preferred. Must possess understanding of clinical processes, organizational dynamics, and process improvement. Must be self motivated, goal oriented, and able to work independently. Must have the ability to develop relationships and work collaboratively and effectively in partnership with patients, families, physicians, clinical staff, hospital departments, community, and outside organizations. Must have excellent assessment, communication, and organizational skills with the ability to manage and follow through on multiple priorities. Excellent critical thinking, analysis, and assessment skills for successful process improvement planning and monitoring. Proficient in computer and data management.
INTRODUCTION
To be part of our organization, every employee should understand and share in the YNHHS Vision, support our Mission, and live our Values. These values - integrity, patient-centered, respect, accountability, and compassion - must guide what we do, as individuals and professionals, every day.
The CARE Center Nurse Advisor supports and coordinates complex patient referrals and assists with successful and effective transitions of care from the hospital or emergency department setting. The CARE Center Nurse Advisor is an integral member of the Yale Medicine CARE Center team ensuring timely and appropriate referrals to designated specialty clinics. The CARE Center Nurse Advisor coordinates services within the multidisciplinary clinical system resulting in exceptional patient care and provider experience. The CARE Center Nurse Advisor collaborates with Yale Medicine CARE Center and YNHH leadership to meet the needs of patient access and continuity of care. The CARE Center Nurse Advisor assists Yale Medicine and YNHH leadership teams with review of operational metric trends, development of performance improvement action plans, program development, expansion, and successful achievement of programmatic goals.
EEO/AA/Disability/Veteran
Responsibilities
-
Supports and enhances the process of scheduling patient appointments and referrals and assumes clinical nursing responsibilities associated with the Yale CARE Center.
-
Serves as a clinical leader, patient resource, and advocate for disease specific pod within the Yale Medicine CARE Center.
-
Serves as the clinical liaison between patients, families, referring providers, specialty teams, and community to ensure timely, efficient, and seamless access to appointments.
-
Collaborates with specialty providers and specialty teams to address any identified gaps in, or barriers to care; intervenes as appropriate.
-
Assists YNHH and YM Clinical and Administrative leadership with monitoring of Key Performance Indicators (KPI) and engages in performance improvement activities related to transitions of care and patient access to care.
-
Monitors KPI metrics.
-
Functions as a resource for patients requiring coordination of multiple appointments.
-
Responsible for coordination of provider specialty visits, diagnostic testing, procedures, ancillary services, and sequencing of appointments to meet the needs of the patient/family.
-
Supports activities related to transitions of care.
-
Monitors daily reports to identify Yale Medicine patients discharged from the hospital or emergency department who may require follow up care in a YM specialty practice.
QUALIFICATIONS
Education
Bachelor's Degree in Nursing required; Master's degree in Nursing or Healthcare preferred.
Experience
Three (3) to five (5) years experience in acute or ambulatory care required. Experience in a combination of the following is essential: clinical care specific to the specialty pod, clinical process improvement, outcomes management, case management, and physician relations. Experience in collaborating with members of the care team to coordinate specialty complex needs is required. Excellent oral and written communication skills is essential. Knowledge and understanding of standards related to the Joint Commission certification process preferred.
LICENSURE
Current State of Connecticut RN license.
SPECIAL SKILLS
Candidate must be able to thrive in a fast paced, complex academic medical environment where the CARE Center Nurse Advisor works as a valued member of the multidisciplinary team. Background in disease specific entity preferred. Must possess understanding of clinical processes, organizational dynamics, and process improvement. Must be self motivated, goal oriented, and able to work independently. Must have the ability to develop relationships and work collaboratively and effectively in partnership with patients, families, physicians, clinical staff, hospital departments, community, and outside organizations. Must have excellent assessment, communication, and organizational skills with the ability to manage and follow through on multiple priorities. Excellent critical thinking, analysis, and assessment skills for successful process improvement planning and monitoring. Proficient in computer and data management.
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Find JobsMid Level Customer Advisor Job Market
Who's Hiring
- JPMorganChase21
- Lpl Financial9
- Goldman Sachs7
- Regions Bank6
- Huntington National Bank5
Top Industries Hiring
- Banking & Financial Services38
- Investment & Asset Management23
- Healthcare & Medical Services8
- Education5
- Insurance5
Mid Level Customer Advisor Jobs: Frequently Asked Questions
How do I get a mid level customer advisor job?
Position your experience around ownership, not just task completion. Highlight accounts or projects you managed independently, problems you resolved without escalation, and any process improvements you drove. Tailor your resume to show measurable impact, such as retention rates or satisfaction scores. Mid level roles go to candidates who demonstrate they can operate with confidence and handle complexity, so lead with that evidence throughout your application.
Which companies hire mid level customer advisors?
Companies hiring mid level customer advisors right now include JPMorganChase, Lpl Financial, and Goldman Sachs, based on current listings on Migrate Mate as of November 2026. At this experience level, hiring tends to come from established organizations with dedicated customer success or advisory functions, including financial services firms, insurance providers, and technology companies that rely on ongoing client relationships.
Are there remote mid level customer advisor jobs?
Yes, though availability varies by industry and employer. About 22% of mid level customer advisor openings are remote or hybrid as of November 2026, reflecting strong demand for experienced advisors who can manage client relationships without in-person oversight. Roles in technology, insurance, and financial services tend to offer the most flexibility at this experience level.
How do I move up to a mid level customer advisor role?
Moving into a mid level customer advisor role takes deliberate skill-building over your first few years. Focus on deepening product or service knowledge, taking ownership of your own client portfolio, and resolving complex issues without leaning on senior colleagues. Demonstrating consistent, measurable results, such as improved retention or higher satisfaction outcomes, signals readiness for greater scope and responsibility.
Which industries hire the most mid level customer advisors?
Mid Level customer advisor roles concentrate in Banking & Financial Services, Investment & Asset Management, and Healthcare & Medical Services, based on current listings on Migrate Mate as of November 2026. These sectors rely on experienced advisors to manage ongoing client relationships and drive satisfaction outcomes, making mid level professionals with proven advisory skills particularly valuable across each of them.