Client Advisor Salary in New York

How much does a Client Advisor make in NY?

As of April 01, 2025, the average annual salary for a Client Advisor in New York is $71,467. According to Salary.com, salaries can range from a low of $55,465 to a high of $89,898, with most professionals earning between $63,091 and $81,114.

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Salary range for a Client Advisor

$63,091 to $81,114

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Client Advisor

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Location	Avg. Salary	Date Updated
Location Brentwood, NY	Avg. Salary $73,369	Date Updated April 01, 2025
Location Clay, NY	Avg. Salary $67,064	Date Updated April 01, 2025
Location Henrietta, NY	Avg. Salary $65,941	Date Updated April 01, 2025
Location Huntington, NY	Avg. Salary $76,563	Date Updated April 01, 2025
Location Levittown, NY	Avg. Salary $73,571	Date Updated April 01, 2025
Location Nassau, NY	Avg. Salary $73,571	Date Updated April 01, 2025
Location New Suffolk, NY	Avg. Salary $72,321	Date Updated April 01, 2025
Location Accord, NY	Avg. Salary $71,225	Date Updated April 01, 2025
Location Acra, NY	Avg. Salary $68,213	Date Updated April 01, 2025
Location Adams, NY	Avg. Salary $66,728	Date Updated April 01, 2025

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Job Openings for Client Advisor in New York

What does a Client Advisor do?

Common responsibilities of a Client Advisor

Follow all Medicare and RMIQ compliance rulesBe an advocate for the client internally and with carriers and CMSAnswer inquiries (via phone calls, email, mail, and/or in-person), assess client needs and recommend appropriate next steps promptly and professionally, with follow-up (from start to resolution) in a timely mannerConduct assigned group meetings, one-on-one client meetings and telephone appointments with clientsExplain products and options to clients, including a renewal recommendation, when appropriateComplete enrollment forms and make the process easy for clientsEnsure enrollment forms and all other required documents are error free and completeFully complete all required CRM data entry accurately and in a detailed, timely manner.

January 05, 2023

Builds their book by successfully sourcing new clients from within existing client relationships.

October 09, 2022

Maintains frequent contact with manufacturer and other vendors to ensure a thorough knowledge of current leasing, sales and incentive programs.

December 04, 2022

Adhere to internal and external policies and procedures regarding relationship management, securities transactions and Code of Conduct.

January 16, 2023

Review and analyze actions at the end of each day, week, month, and year to determine how to better utilize time and plan more effectively.

February 06, 2023

Provide routine service including the development and execution of service schedule, participation reporting, and coordinating questions/initiatives with the client and carriers, conducts surveys.

February 16, 2023

Assist the Senior Client Advisor in investment management activities including implementing investment objectives, rebalancing accounts, executing trades, monitoring asset allocation and investment performance, and overseeing investment transition.

March 05, 2023

Prepare initial and annual trust reviews and requests for all discretionary distributions from trusts and for all special investments in trust.

March 28, 2023

Participate in the training of new Client Advisors (product knowledge, store procedures, company policies).

May 08, 2023

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About New York

New York is a state in the Northeastern United States. New York was one of the original thirteen colonies that formed the United States. New York covers 54,555 square miles (141,300 km2) and ranks as the 27th largest state by size.[3] The highest elevation in New York is Mount Marcy in the Adirondacks, at 5,344 feet (1,629 meters) above sea level; while the state's lowest point is at sea level, on the Atlantic Ocean. In contrast with New York City's urban landscape, the vast majority of the state's geographic area is dominated by meadows, forests, rivers, farms, mountains, and lakes. Most of...

Source: Wikipedia (as of 04/17/2019). Read more from Wikipedia

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About New York New York is a state in the Northeastern United States. New York was one of the original thirteen colonies that formed the United States. New York cov....More

Recently searched related titles: Client Development Specialist, Client Operations Analyst, Client Services Associate

Learn more about: Compensation Packages, Employee Flight Risk, Gender Pay Gap, Job Openings for This Role

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Client Advisor Salary in New York

How much does a Client Advisor make in NY?

Client Advisor

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