87 client advisor jobs at 34 companies in Wallkill, NY
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Client Advisor/Operations Hybrid - Garden State Plaza
Paramus, New Jersey, United States
$25-$32/hr OnsiteFull Time
Perform client advisor and operations duties in-store, provide exceptional client experience, proactively contact clients, and support back-of-house efficiency; strong interpersonal and customer service skills.
2w
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Client Advisor
Ramsey, New Jersey, United States
$75k-$150k/yr OnsiteFull Time
1+ YOEHigh school graduate or equivalent, valid driver's license, acceptable driving record, and 1+ year of sales or customer-facing retail or hospitality experience. CDK and VinSolutions proficiency required.
CDK, VinSolutions
2w
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Client Advisor--Commercial Lines
Mahwah, New Jersey, United States
$70k-$150k/yr HybridFull Time
3+ YOE3+ years client-facing or business development experience; insurance experience preferred; P&C or Life & Health license preferred or ability to obtain; comfortable with data-driven selling and CRM use.
CRM
1w
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Client Advisor, Full Time
Central Valley, New York, United States
$20-$21/hr OnsiteFull Time
Luxury retail sales experience preferred; strong communication and storytelling, English proficiency required; ability to stand long periods and lift ~20 lbs; computer and CRM knowledge; client relationship and styling skills.
CRM
2mo
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Client Advisor - White Plains
White Plains, New York, United States
$22-$30/hr OnsiteFull Time
Retail or luxury retail experience with proven commercial results; POS and Microsoft Outlook proficiency; ability to build client relationships; flexible availability including days, nights, weekends, and holidays; authorization to work in the U.S.; degree and multilingual skills preferred.
POS, Microsoft Outlook
1mo
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Client Services Advisor
Yonkers, New York, United States
HybridFull Time, Part Time
No prior experience required (training provided). Must be coachable, self-motivated, comfortable working independently, and able to conduct outreach, client meetings (virtual/in-person), and light administrative follow-up.
2mo
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Private Client Advisor
Cortlandt Manor, New York, United States
$62k/yr HybridFull Time
LL provides investment services to mass affluent clients; licenses SIE, S7, S66/S63/65; CFP preferred; Life/Health insurance licenses required; High School diploma required or Bachelor's degree preferred.
FINRA SIE, FINRA S7, FINRA S66, FINRA S63 and S65, Certified Financial Planner (CFP), Life/Variable/Accident & Health Insurance Licenses
1mo
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Associate Client Advisor
Naples or New York City or Woodbridge or Atlanta or Boston or Chicago or Dallas or Delaware or Denver or Garden City or Cayman Islands or Greenwich or Houston or Los Angeles or Miami or Nevada or Palm Beach or San Diego or San Francisco or Seattle or Stuart or Washington
HybridFull Time
Bachelor's degree required; 1+ year of related business experience preferred; working knowledge of trust administration and fiduciary laws; proficiency with Microsoft Office and strong communication, analytical, and organizational skills.
Salesforce, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Office, Workflow, Atlas
1mo
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GUCCI | Client Advisor - Woodbury Commons
Central Valley, New York, United States
$17-$18/hr OnsiteFull Time
2+ YOE2+ years luxury fashion sales experience, strong communication, commercial awareness, flexibility to work evenings/weekends/holidays, passion for fashion and client service.
1mo
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Client Advisor - White Plains
White Plains, New York, United States
$23-$26/hr OnsiteFull Time
Retail sales role requiring strong customer service, sales conversion, CRM usage, fashion knowledge, ability to lead and coach sales peers, and ability to work weekends/evenings; must have legal right to work in the US.
CRM
1w
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Client Advisor (Part-time), A|X Outlet
Central Valley, New York, United States
$16-$17/hr OnsitePart Time
Preferred retail experience, high school diploma/GED preferred, strong verbal and written communication, ability to work flexible schedule including nights, weekends and holidays, familiarity with CRM and client outreach tools.
CRM, WeChat
4w
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Seasonal Client Advisor - Woodbury Commons
Central Valley, New York, United States
$24-$26/hr OnsiteFull Time
3+ YOE3+ years luxury retail sales experience, strong communication and organizational skills, ability to meet sales KPIs, flexible schedule including evenings/weekends/holidays, CRM proficiency.
CRM
2mo
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J.P. Morgan Wealth Management – Private Client Advisor - Paramus / Wayne / Wyckoff - New Jersey
Paramus or Wyckoff or Wayne
$48k/yr OnsiteFull Time
2+ YOEFinancial advisor experience, client acquisition, Series 7 and Series 66 licenses, Life/Health/LTC license, Bachelor’s degree preferred.
2mo
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Client Advisor, Woodbury - Jil Sander (Central Valley, US)
Central Valley, New York, United States
$19-$21/hr OnsiteFull Time
Retail experience in fashion/jewelry preferred; strong communication, sales-driven mindset, client relationship building, POS and merchandising experience, flexible availability including weekends and holidays, multilingual preferred.
POS
2mo
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Client Advisor, Breitling & Omega Boutique - Westchester
White Plains, New York, United States
$24-$27/hr OnsiteFull Time
Customer-focused sales in luxury watches; strong relationship building; brand knowledge; CRM usage; flexible schedule.
CRM, POS
1w
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Part-Time Client Advisor, Greenwich Avenue
Greenwich, Connecticut, United States
$20/hr OnsitePart Time
2+ YOEHigh school diploma, minimum 2 years customer-facing sales experience (luxury/hospitality preferred), strong communication, ability to lift ~50 lbs, flexible schedule including weekends/holidays, tech-savvy.
2mo
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Client Style Advisor (Woodbury PT)
Woodbury, New York, United States
OnsitePart Time
Part-time, 16-24 hours/week; luxury retail experience; customer service; bilingual English/Spanish a plus.
2w
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Client Advisor/Operations Hybrid - Garden State Plaza
Paramus, New Jersey, United States
$25-$32/hr OnsiteFull Time
Providing client advisory and operations support in-store, proactively reaching out to clients, and maintaining back-of-house efficiency; offered $25–$32/hr and comprehensive benefits.
3w
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Wealth Management Client Associate
White Plains, New York, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors; high school diploma/GED required; client-centric, detail-oriented, quick learner; FINRA SIE/Series licenses preferred; strong verbal and written communication.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
5d
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Client Services Representative
Rockland County, New York, United States
$21-$27/hr OnsiteFull Time
Provide administrative and client support to financial advisors; high school diploma/GED; administrative or customer service experience; strong communication, time management, and Microsoft Office skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, AdviceWorks, SmartWorks, Redtail
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