Remote Client Advisor Jobs
Remote client advisor jobs are open across the U.S. in financial services, insurance, technology, and wealth management, at remote-first firms and distributed teams of all sizes. Companies currently hiring include Trucordia, Northwestern Mutual, and King Risk Partners. Find a role that fits below and apply directly.
Find Remote Client Advisor JobsOverview
Showing 4 of 25+ Remote Client Advisor jobs
POSITION SUMMARY
Responsible for both the customer service experience and member retention efforts for the organization, the Client Services Advisor (CSA) seeks to ensure a World class service experience for all the constituents of the Vistage-inspired community, and therefore functions as the designated single point of contact for our 800+ Chairs and our 19,000+ U.S. membership base.
In addition to the essential duty of supporting Chairs, the CSA will also be measured on his/ her ability to re-engage those active members who are seeking membership alternatives and directing them accordingly, so a similar past work experience of applying empathetic, active listening skills with conflict resolution to address member ‘pain points’ while providing alternative solutions in order to keep the member satisfied, is critical.
This position requires regular phone/email conversations with C-level clientele, including internal staff, so it requires considerable tact, discretion and persuasion in order to obtain willing action and consent from those involved. A keen understanding of the audience being supported, coupled with the ability to build and maintain significant and enduring business relationships is a must to be successful in this high impact role.
THE COMPANY
Vistage is the world’s largest CEO coaching and peer advisory organization for small and midsize business (SMB) leaders. We offer the most effective approach for SMB enterprises to achieve better results and grow faster and for SMB leaders to maximize their impact.
The 45,000+ members we serve are CEOs, owners and executives of SMB organizations located across the US and in 40 countries worldwide. These SMB executives spend a day or more with Vistage every month, immersing themselves in our comprehensive platform to become better leaders, make better decisions and achieve better results. Our platform features three core elements: valuable perspectives from a trusted group of peers, professional guidance and meeting facilitation from an accomplished business leader (the Chair), as well as deep insights from subject matter experts.
Vistage was founded more than 65 years ago, and we’ve grown every year since then by innovating to stay on the cutting edge of business and relentlessly delivering value to our members. Our success is demonstrated by Vistage member companies growing 2.2 times faster than non-Vistage peer companies. Learn more about us at www.vistage.com.
VISTAGE EMPLOYEE LIFE
Vistage’s success is anchored by a unique culture that reinforces employee commitment to the Vistage mission. It is a spirit of collective success and achievement which is also reflected in our workplace. Here’s a sample of the employee experience that helps drive our success:
- Welcome to our home. Our US headquarters sits in the heart of San Diego’s UTC area. It features an open, modern aesthetic with lots of collaboration spaces and opportunities to interact with co-workers. We stay fueled up with free snacks and a weekly free lunch day, along with free lattes and nitro cold brew coffee on tap! From our San Diego base, we collaborate with colleagues based across the country and around the world.
- We sweat the details. Our on-site gym is decked out with Peloton bikes and other top-tier fitness equipment to keep your workout challenging and fresh. Our campus also offers access to an additional gym, volleyball courts, and a scenic office park, perfect for getting in those midday steps!
- We invest in your career. Each employee has an actionable career progression plan developed through individual collaboration with their manager. We focus on promoting from within, and employee progression plans are complemented by all-staff development days held in our state-of-the-art learning center. Employees also have access to tons of individualized development resources and a generous tuition reimbursement program.
- We invest in you. Our employee benefits program is one of the most generous you’ll find. Fully-paid healthcare is provided for employees through Aetna, along with access to dental, vision, and life insurance coverage available to employees at very low rates. Take care of your financial future with eligibility for 401(k) matching funds after your first month as an employee. Use the free individual investment counseling we provide to help you grow the money you’ve saved. You’ll also start with 16 days of paid time off + 12 paid holidays per year to allow you to relax and recharge. Employees receive additional annual paid days off based on tenure.
- We keep it fun! Whether you’re with us in the Padres luxury suite enjoying our summer baseball outing, unwinding during an employee happy hour, or toasting your co-workers at our epic annual holiday party, you’ll see that we take having fun as seriously as helping our members succeed! The office vibe is business casual with flexible schedules, along with the freedom to work from home three days per if you so choose! We value mutual respect and laughter . . . we hate stiff formality. You’ll have regular access to Vistage executives—our CEO even buys everyone doughnuts to fuel his informal employee chats!
Vistage’s culture and sense of mission drive employee loyalty: more than half of our staff has been with the company for five years or longer. Are you ready to start your Vistage journey?
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
QUALIFICATIONS:
To perform this job successfully, an individual must be able to conduct each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Able to engage top-level candidates (CEO, Key Executive, Small Business Owner) in candid conversations over the phone.
- Works collaboratively with other team members to coordinate efforts, share best practices and capitalize on opportunities.
- Works with field management to determine opportunities for market penetration.
- Makes recommendations to Manager of Client Services regarding opportunities to maximize retention.
- Serve as the ‘Corporate Advocate’ on-boarding new members of newly launched and existing Vistage peer groups, helping members during their tenure better leverage the Vistage program and conducting exit interviews to save pending member resignations.
- Service Clients (Chairs, members, speakers) with a myriad of matters, including but not limited to support, problem solving, coaching, promoting Vistage initiatives, general technical support, accounting and membership, observing a 24 hour service level agreement.
- Develop strong relationships within the Vistage community- including Chair, members, and internal departments in order to ensure open communication.
- Attend as many team building activities, Employee Engagement/ Development Days, and any other invited Vistage community events; may occur outside of normal business hours.
- Periodically attend group meetings, Vistage Conferences, and marketing events. This may involve travel local to San Diego and within the US.
EDUCATION & EXPERIENCE
- Strong customer service skills; ability to interact with C-level clientele.
- Project management or business development background preferred.
- Previous experience in solution selling/relationship selling to C-suite clients
- 5+ years’ experience with inside phone sales/ consulting/ customer service
- Strong understanding of Salesforce CRM tool (2+ years) preferred
- Excellent verbal/written communication skills
- Strong multi-tasking and organizational skills, with the ability to prioritize workload
- Ability to diffuse potential conflict in a professional manner
- Computer knowledge to include Windows, MS Office, Salesforce and Internet research
- Working knowledge of basic accounting practices
- Some travel within the U.S. is required
- Bachelor’s degree preferred
TOTAL COMPENSATION RANGE
$70,000 - $80,000 Salary + Company Bonus (salary based in San Diego, CA)
JOB LOCATION
Hybrid in San Diego; 3 days onsite, 2 days offsite
POSITION SUMMARY
Responsible for both the customer service experience and member retention efforts for the organization, the Client Services Advisor (CSA) seeks to ensure a World class service experience for all the constituents of the Vistage-inspired community, and therefore functions as the designated single point of contact for our 800+ Chairs and our 19,000+ U.S. membership base.
In addition to the essential duty of supporting Chairs, the CSA will also be measured on his/ her ability to re-engage those active members who are seeking membership alternatives and directing them accordingly, so a similar past work experience of applying empathetic, active listening skills with conflict resolution to address member ‘pain points’ while providing alternative solutions in order to keep the member satisfied, is critical.
This position requires regular phone/email conversations with C-level clientele, including internal staff, so it requires considerable tact, discretion and persuasion in order to obtain willing action and consent from those involved. A keen understanding of the audience being supported, coupled with the ability to build and maintain significant and enduring business relationships is a must to be successful in this high impact role.
THE COMPANY
Vistage is the world’s largest CEO coaching and peer advisory organization for small and midsize business (SMB) leaders. We offer the most effective approach for SMB enterprises to achieve better results and grow faster and for SMB leaders to maximize their impact.
The 45,000+ members we serve are CEOs, owners and executives of SMB organizations located across the US and in 40 countries worldwide. These SMB executives spend a day or more with Vistage every month, immersing themselves in our comprehensive platform to become better leaders, make better decisions and achieve better results. Our platform features three core elements: valuable perspectives from a trusted group of peers, professional guidance and meeting facilitation from an accomplished business leader (the Chair), as well as deep insights from subject matter experts.
Vistage was founded more than 65 years ago, and we’ve grown every year since then by innovating to stay on the cutting edge of business and relentlessly delivering value to our members. Our success is demonstrated by Vistage member companies growing 2.2 times faster than non-Vistage peer companies. Learn more about us at www.vistage.com.
VISTAGE EMPLOYEE LIFE
Vistage’s success is anchored by a unique culture that reinforces employee commitment to the Vistage mission. It is a spirit of collective success and achievement which is also reflected in our workplace. Here’s a sample of the employee experience that helps drive our success:
- Welcome to our home. Our US headquarters sits in the heart of San Diego’s UTC area. It features an open, modern aesthetic with lots of collaboration spaces and opportunities to interact with co-workers. We stay fueled up with free snacks and a weekly free lunch day, along with free lattes and nitro cold brew coffee on tap! From our San Diego base, we collaborate with colleagues based across the country and around the world.
- We sweat the details. Our on-site gym is decked out with Peloton bikes and other top-tier fitness equipment to keep your workout challenging and fresh. Our campus also offers access to an additional gym, volleyball courts, and a scenic office park, perfect for getting in those midday steps!
- We invest in your career. Each employee has an actionable career progression plan developed through individual collaboration with their manager. We focus on promoting from within, and employee progression plans are complemented by all-staff development days held in our state-of-the-art learning center. Employees also have access to tons of individualized development resources and a generous tuition reimbursement program.
- We invest in you. Our employee benefits program is one of the most generous you’ll find. Fully-paid healthcare is provided for employees through Aetna, along with access to dental, vision, and life insurance coverage available to employees at very low rates. Take care of your financial future with eligibility for 401(k) matching funds after your first month as an employee. Use the free individual investment counseling we provide to help you grow the money you’ve saved. You’ll also start with 16 days of paid time off + 12 paid holidays per year to allow you to relax and recharge. Employees receive additional annual paid days off based on tenure.
- We keep it fun! Whether you’re with us in the Padres luxury suite enjoying our summer baseball outing, unwinding during an employee happy hour, or toasting your co-workers at our epic annual holiday party, you’ll see that we take having fun as seriously as helping our members succeed! The office vibe is business casual with flexible schedules, along with the freedom to work from home three days per if you so choose! We value mutual respect and laughter . . . we hate stiff formality. You’ll have regular access to Vistage executives—our CEO even buys everyone doughnuts to fuel his informal employee chats!
Vistage’s culture and sense of mission drive employee loyalty: more than half of our staff has been with the company for five years or longer. Are you ready to start your Vistage journey?
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
QUALIFICATIONS:
To perform this job successfully, an individual must be able to conduct each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Able to engage top-level candidates (CEO, Key Executive, Small Business Owner) in candid conversations over the phone.
- Works collaboratively with other team members to coordinate efforts, share best practices and capitalize on opportunities.
- Works with field management to determine opportunities for market penetration.
- Makes recommendations to Manager of Client Services regarding opportunities to maximize retention.
- Serve as the ‘Corporate Advocate’ on-boarding new members of newly launched and existing Vistage peer groups, helping members during their tenure better leverage the Vistage program and conducting exit interviews to save pending member resignations.
- Service Clients (Chairs, members, speakers) with a myriad of matters, including but not limited to support, problem solving, coaching, promoting Vistage initiatives, general technical support, accounting and membership, observing a 24 hour service level agreement.
- Develop strong relationships within the Vistage community- including Chair, members, and internal departments in order to ensure open communication.
- Attend as many team building activities, Employee Engagement/ Development Days, and any other invited Vistage community events; may occur outside of normal business hours.
- Periodically attend group meetings, Vistage Conferences, and marketing events. This may involve travel local to San Diego and within the US.
EDUCATION & EXPERIENCE
- Strong customer service skills; ability to interact with C-level clientele.
- Project management or business development background preferred.
- Previous experience in solution selling/relationship selling to C-suite clients
- 5+ years’ experience with inside phone sales/ consulting/ customer service
- Strong understanding of Salesforce CRM tool (2+ years) preferred
- Excellent verbal/written communication skills
- Strong multi-tasking and organizational skills, with the ability to prioritize workload
- Ability to diffuse potential conflict in a professional manner
- Computer knowledge to include Windows, MS Office, Salesforce and Internet research
- Working knowledge of basic accounting practices
- Some travel within the U.S. is required
- Bachelor’s degree preferred
TOTAL COMPENSATION RANGE
$70,000 - $80,000 Salary + Company Bonus (salary based in San Diego, CA)
JOB LOCATION
Hybrid in San Diego; 3 days onsite, 2 days offsite
See All 25 Remote Client Advisor Jobs
Find roles that match your experience and apply in just a few clicks.
Find Remote Client Advisor JobsRemote Client Advisor Job Market
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
- Consulting & Professional Services
What Employers Look For
The qualifications that appear most often in remote client advisor jobs.
- Bachelor's degree in finance, business, economics, or a related field
- Two or more years of experience in a client-facing financial or sales advisory role
- Series 7 and Series 66 licenses or willingness to obtain them within a defined period
- Demonstrated ability to manage and grow a personal book of business
- Proficiency with CRM platforms and portfolio management or POS software
- Strong communication and relationship-building skills with a consultative sales approach
Tips for Your Remote Client Advisor Job Search
Apply early to remote roles that fit
Migrate Mate lists remote client advisor openings from across the U.S. in one place, so you can find roles that match your background and apply directly. Remote postings fill fast, so checking regularly and applying as soon as a fit appears gives you a real edge.
Show async communication skills upfront
Remote client advisor roles rely on written updates, video check-ins, and CRM notes instead of hallway conversations. Rewrite your resume bullets to highlight how you've communicated with clients through email, chat, or recorded video, not just phone or in-person.
Demonstrate CRM and remote tool fluency
Remote employers screen for hands-on experience with tools like Salesforce, HubSpot, or Zendesk before the first interview. Call out specific platforms you've used and what you did in them, such as managing a pipeline, logging client interactions, or automating follow-ups.
Prepare for a remote-specific interview process
Many remote client advisor interviews include a written case exercise or a recorded video response to test async communication before you ever speak live. Practice giving clear, concise written answers and presenting yourself on camera without the energy of a face-to-face room.
Remote Client Advisor Jobs: Frequently Asked Questions
How do I get a remote client advisor job?
Target companies that run distributed client-facing teams, such as remote-first fintech firms, insurance carriers, and SaaS businesses with subscription customer bases. Remote employers screen hard for written communication, self-direction, and the ability to build rapport without in-person contact. Candidates who can show CRM proficiency, a history of hitting retention or satisfaction goals, and comfort with async tools like Slack or Zoom consistently stand out.
Which companies hire remote client advisors?
Companies hiring remote client advisors right now include Trucordia, Northwestern Mutual, and King Risk Partners, based on current remote listings on Migrate Mate as of August 2026. Remote-first firms and distributed teams in financial services, insurance, and technology are among the most consistent sources of these openings.
Can you get a remote client advisor job with no experience?
Yes, but entry-level remote client advisor roles are harder to land because employers expect you to manage client relationships independently from day one. Remote-first SaaS companies and insurance carriers tend to hire at the entry level. You can strengthen your candidacy by showing strong written communication, familiarity with CRM tools, and any customer-facing work, even in retail or hospitality, that demonstrates relationship-building.
Do you need a degree for remote client advisor jobs?
Not always. Many remote employers weigh demonstrated results over a formal degree, particularly in financial services and technology. A history of client retention, upsell performance, or measurable satisfaction scores can carry as much weight as a diploma. Industry certifications relevant to the sector, such as financial planning credentials or insurance licenses, often matter more to remote hiring managers than the degree itself.
Which industries hire the most remote client advisors?
Most remote client advisor openings sit in Banking & Financial Services and Consulting & Professional Services, per current remote listings on Migrate Mate as of August 2026. These sectors rely on distributed client-facing teams to manage accounts, retain customers, and deliver service across multiple time zones without a physical office presence.
See All 25 Remote Client Advisor Jobs
Find roles that match your experience and apply in just a few clicks.
Find Remote Client Advisor Jobs