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Client advisor vs relationship manager

The differences between client advisors and relationship managers can be seen in a few details. Each job has different responsibilities and duties. While it typically takes 2-4 years to become a client advisor, becoming a relationship manager takes usually requires 6-8 years. Additionally, a relationship manager has an average salary of $83,761, which is higher than the $71,135 average annual salary of a client advisor.

The top three skills for a client advisor include customer service, business development and CRM. The most important skills for a relationship manager are client relationships, work ethic, and strong work ethic.

Client advisor vs relationship manager overview

Client AdvisorRelationship Manager
Yearly salary$71,135$83,761
Hourly rate$34.20$40.27
Growth rate15%5%
Number of jobs86,36372,920
Job satisfaction--
Most common degreeBachelor's Degree, 64%Bachelor's Degree, 69%
Average age4546
Years of experience48

What does a client advisor do?

A client advisor is responsible for managing and maintaining healthy business relationships with clients to achieve long-term business goals and objectives. Client advisors advise the senior management in building strategic techniques and identify business opportunities that would generate more revenue resources and increase the company's profits. They also monitor business and financial transactions and analyze client portfolios to determine their needs and interests, recommending plans and coordinating with the senior management to achieve the highest client satisfaction.

What does a relationship manager do?

A relationship manager is responsible for maintaining a positive and professional relationship with customers and business partners, ensuring the highest customer satisfaction and good reputation. Relationship managers advise management on identifying business opportunities by analyzing the current market trends that would help generate revenues and increase its profitability. They connect with the marketing and sales team for product and services innovation, create compelling sales pitches, and develop customer service processes to assist customers with their inquiries and concerns efficiently.

Client advisor vs relationship manager salary

Client advisors and relationship managers have different pay scales, as shown below.

Client AdvisorRelationship Manager
Average salary$71,135$83,761
Salary rangeBetween $40,000 And $123,000Between $56,000 And $123,000
Highest paying CityNew York, NYSan Francisco, CA
Highest paying stateNew YorkNew York
Best paying companyBP America IncGoogle
Best paying industry-Finance

Differences between client advisor and relationship manager education

There are a few differences between a client advisor and a relationship manager in terms of educational background:

Client AdvisorRelationship Manager
Most common degreeBachelor's Degree, 64%Bachelor's Degree, 69%
Most common majorBusinessBusiness
Most common collegeUniversity of Minnesota - Twin CitiesUniversity of Southern California

Client advisor vs relationship manager demographics

Here are the differences between client advisors' and relationship managers' demographics:

Client AdvisorRelationship Manager
Average age4546
Gender ratioMale, 66.8% Female, 33.2%Male, 53.5% Female, 46.5%
Race ratioBlack or African American, 6.1% Unknown, 4.4% Hispanic or Latino, 10.0% Asian, 7.5% White, 71.9% American Indian and Alaska Native, 0.1%Black or African American, 3.2% Unknown, 4.4% Hispanic or Latino, 9.8% Asian, 4.1% White, 78.2% American Indian and Alaska Native, 0.2%
LGBT Percentage5%7%

Differences between client advisor and relationship manager duties and responsibilities

Client advisor example responsibilities.

  • Manage financial portfolios, loan equities, lease maturities, and intake all lease returns.
  • Manage multiple complex healthcare treasury service implementations for clients and prospects.
  • Position require the ability to educate consumers on the BMW product line including its comparison to other high-line vehicles.
  • Maintain a high level of volume sales as well as CSI ranking.
  • Maintain higher than dealer average CSI, parts, accessories and FANDI commissions.
  • Utilize cross-selling and up-selling of products and services to enhance the customer's experience.
  • Show more

Relationship manager example responsibilities.

  • Manage both general and bankruptcy FHLMC loans.
  • Demonstrate ability to manage a portfolio with a concentration in loan modifications for HAMP and FNMA.
  • Lead the district in sales by initiating and document a proactive customer profiling effort and sale calls.
  • Oversee and manages all incoming and outgoing automate clearing house (ACH) transfer of electronic fund.
  • Process annuities, insurance policies, office bills, manage correspondence, and maintain require files and accounts.
  • Manage the west coast territory to research and analyze which healthcare facilities would benefit from the services offer.
  • Show more

Client advisor vs relationship manager skills

Common client advisor skills
  • Customer Service, 18%
  • Business Development, 8%
  • CRM, 8%
  • Wealth Management, 7%
  • Client Service, 6%
  • BMW, 4%
Common relationship manager skills
  • Client Relationships, 11%
  • Work Ethic, 10%
  • Strong Work Ethic, 10%
  • Financial Services, 9%
  • Taking Care, 5%
  • Customer Service, 5%

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