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.
Client advisor responsibilities
Here are examples of responsibilities from real client advisor resumes:
- 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.
- Demonstrate and train sales employees and management in the functions and capabilities of new CRM software.
- Process money movements including check requests, ACH distributions, wire transfers, account transfers, etc.
- Provide detail explanations of plan provisions and procedures for 401k inquiries, ensuring compliance within IRS rules and regulations.
- Educate client on various commercial card and treasury technology platforms through class/group facilitation and one on one session using WebEx.
- Provide follow-up using company CRM system
- Develop innovative strategies to maintain and expand business portfolio.
- Represent CITICORP in client presentations, advise investors and monitor portfolio performance.
- Demonstrate a detail understanding of BMW vehicle supply status from production to delivery.
- Engage in interpersonal communication, build service relationships, process information/merchandise through POS cash register system.
Client advisor skills and personality traits
We calculated that 18% of Client Advisors are proficient in Customer Service, Business Development, and CRM. They’re also known for soft skills such as Analytical skills, Math skills, and Sales skills.
We break down the percentage of Client Advisors that have these skills listed on their resume here:
- Customer Service, 18%
Solidified Customer relationships by providing legendary Customer Service
- Business Development, 8%
Support all aspects of business development with a thorough understanding of all offerings through YogaSix to promote and grow business operations.
- CRM, 8%
Provided follow-up using company CRM system
- Wealth Management, 7%
Plan and implement marketing events and targeted client communication for Wealth Management.
- Client Service, 6%
Recognized top 3% of sales force and scored highest in gallop polls for client service.
- BMW, 4%
Received BMW Salesperson Certification * Built relationships with customers to determine primary vehicle importance.
Most client advisors use their skills in "customer service," "business development," and "crm" to do their jobs. You can find more detail on essential client advisor responsibilities here:
Analytical skills. The most essential soft skill for a client advisor to carry out their responsibilities is analytical skills. This skill is important for the role because "in determining an investment portfolio for a client, personal financial advisors must be able to assess a range of information, including economic trends, regulatory changes, and the client’s comfort with risky decisions." Additionally, a client advisor resume shows how their duties depend on analytical skills: "established a personal networking database for client relations. "
Math skills. Another soft skill that's essential for fulfilling client advisor duties is math skills. The role rewards competence in this skill because "personal financial advisors must be adept at working with numbers to determine the amount invested, how that amount has grown or decreased over time, and how a portfolio is distributed among different investments." According to a client advisor resume, here's how client advisors can utilize math skills in their job responsibilities: "gained knowledge of quantitative financial risk metrics associated with asset allocation. "
Sales skills. client advisors are also known for sales skills, which are critical to their duties. You can see how this skill relates to client advisor responsibilities, because "to expand their base of clients, personal financial advisors must be convincing and persistent in selling their services." A client advisor resume example shows how sales skills is used in the workplace: "cultivate relationships with new customers to achieve sales objectives and provide insight into new products, features, and options. "
Speaking skills. A big part of what client advisors do relies on "speaking skills." You can see how essential it is to client advisor responsibilities because "personal financial advisors interact with clients every day." Here's an example of how this skill is used from a resume that represents typical client advisor tasks: "presented business solutions which reduced cost by 40% and improved customer service. "
Interpersonal skills. Another common skill required for client advisor responsibilities is "interpersonal skills." This skill comes up in the duties of client advisors all the time, as "a major part of a personal financial advisor’s job is making clients feel comfortable." An excerpt from a real client advisor resume shows how this skill is central to what a client advisor does: "executed daily sales presentations, requiring effective interpersonal and communication skills, to over-deliver monthly quota. "
The three companies that hire the most client advisors are:
- Bank of America82 client advisors jobs
- Louis Vuitton
78 client advisors jobs
- Tiffany & Co.76 client advisors jobs
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Compare different client advisors
Client advisor vs. Finance professional
The primary job of finance professionals is to provide financial services using their knowledge of finance, tax laws, and accounting. These professionals typically help with corporate finance, personal finance, or both. Their duties include helping clients develop financial plans that will ensure their financial stability, developing the company's financial strategy, and forecasting corporate profits and losses. Additionally, finance professionals are responsible for negotiating credit lines, preparing financial statements, and working closely with outside auditors. To become successful in this role, you need to have strong customer service and analytical skills.
There are some key differences in the responsibilities of each position. For example, client advisor responsibilities require skills like "business development," "crm," "wealth management," and "client service." Meanwhile a typical finance professional has skills in areas such as "strong work ethic," "financial objectives," "financial products," and "finra." This difference in skills reveals the differences in what each career does.
The education levels that finance professionals earn slightly differ from client advisors. In particular, finance professionals are 2.9% more likely to graduate with a Master's Degree than a client advisor. Additionally, they're 0.0% more likely to earn a Doctoral Degree.Client advisor vs. Individual pension consultant
A financial planner is responsible for handling client accounts and providing financial advice to determine the best investment options according to the clients' interests and risk appetite. Financial planners record the clients' living expenses as a part of their portfolio, identifying their long-term goals and objectives, and giving tax advice. They also educate clients with investment options and opportunities to improve the clients' account performance and sell financial products. A financial planner must have excellent analytical and communication skills to conduct data and statistical analysis, especially in researching financial instruments in the market.
While some skills are similar in these professions, other skills aren't so similar. For example, resumes show us that client advisor responsibilities requires skills like "customer service," "business development," "crm," and "client service." But an individual pension consultant might use other skills in their typical duties, such as, "financial issues," "insurance products," "customer issues," and "life insurance."
In general, individual pension consultants achieve similar levels of education than client advisors. They're 2.6% more likely to obtain a Master's Degree while being 0.0% more likely to earn a Doctoral Degree.Client advisor vs. Estate planning counselor
Some important key differences between the two careers include a few of the skills necessary to fulfill the responsibilities of each. Some examples from client advisor resumes include skills like "business development," "crm," "wealth management," and "client service," whereas an estate planning counselor is more likely to list skills in "reservations," "real estate," "customer issues," and "booking. "
Most estate planning counselors achieve a similar degree level compared to client advisors. For example, they're 0.7% less likely to graduate with a Master's Degree, and 5.3% less likely to earn a Doctoral Degree.Client advisor vs. Finance planner
Even though a few skill sets overlap between client advisors and finance planners, there are some differences that are important to note. For one, a client advisor might have more use for skills like "customer service," "business development," "crm," and "wealth management." Meanwhile, some responsibilities of finance planners require skills like "financial aid," "financial services," "retirement planning," and "estate planning. "
Finance planners reach similar levels of education compared to client advisors, in general. The difference is that they're 2.8% more likely to earn a Master's Degree, and 0.4% more likely to graduate with a Doctoral Degree.Types of client advisor
Updated January 8, 2025
