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Become A Customer Advisor

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Working As A Customer Advisor

  • Getting Information
  • Interacting With Computers
  • Communicating with Persons Outside Organization
  • Communicating with Supervisors, Peers, or Subordinates
  • Establishing and Maintaining Interpersonal Relationships
  • Deal with People

  • Mostly Sitting

  • Repetitive

  • $31,720

    Average Salary

What Does A Customer Advisor Do At Sinclair Broadcast Group

* Phone and Email Communication
* Understand, communicate and demonstrate DataSphere's value and services to our customers in a consultative manner to ensure we have exceeded and fulfilled all requirements
* Problem Solving
* Take ownership of a customer’s issue and completely resolve in a manner that meets DataSphere’s business objectives with empathy
* Multi
* Tasking
* Respond to all customer calls and emails within assigned service levels and with a sense of professionalism
* Team Work
* Utilize management and other departments to provide exceptional customer experience through best practices
* Individual Output
* Meet defined department goals and activity metrics.
* Display a goal-oriented work process for creating solutions to ensure customer happiness
* Key Competencies:
* Problem Solving
* Provide business-appropriate solutions for customers by utilizing various forms of marketing and performance information
* Holistically understand and solve customer concerns in one interaction
* Accountability
* Take responsibility for actions, learn from experiences and discover issues to be improved
* Initiative
* Understand daily tasks and take action without being asked or required to
* Act proactively and achieve team and individual goals beyond job requirements
* Judgment
* Select effective approaches to solving customer issues based on available information/tools and DataSphere objectives
* Perceive the impact and implications of decisions

What Does A Customer Advisor Do At HCA, Hospital Corporation of America

* Works with customers to address inquiries and concerns related to the
* patient’s account.
* Support Services Manager
* N/A
* Talk with customers by phone or in person to obtain information needed to complete tasks
* Confer with other staff members to obtain additional information and clarification needed to resolve customer
* concerns
* Reconcile accounts according to insurance contracts
* Review accounts for appeal requests and forward appropriately
* Review accounts for duplicate or charge errors, forwarding to audit if necessary
* Correct or add insurance information to bill account
* Encourage payment from patient through credit card, check or payment arrangement
* Answer all inquiries from customers promptly (generally the same day received) whether the inquiries are via
* telephone or mail
* Assist patient account inquiries by courteously supplying accurate and timely information, including bills
* Follow all guidelines and policies for PAS employees, both general policies and those specific to customer
* service activities
* Maintain a courteous and professional attitude with customers and coworkers
* Practice and adhere to the “Code of Conduct” philosophy and “Mission and Value Statement”
* Other duties as assigned

What Does A Customer Advisor Do At Hawaii Medical Service Association

* Assist members and providers in a timely and accurate manner in phone interactions.
* Assist members and providers in email, correspondence, face-to-face, and other interactions.
* Support system and web applications that promote member and provider education, services, and self-servicing tools by participating in test, maintenance, documentation, and other activities.
* Complete assignments related to project work as directed by management.
* Identify, research, implement process improvement ideas that reduce overhead, inquiry volume, costs, or increases efficiency.
* Perform other duties and functions as assigned:
* Participate in community outreach events that promote HMSA in our member and provider community.
* Cooperate with superiors and peers in activities that support/accomplish HMSA’s Core Values

What Does A Customer Advisor Do At Lancaster General Health

* Conducts continuous assessment of focus areas, patient satisfaction and employee engagement data.
* Collaborates with leaders and teams to identify problems using the scientific method in order to generate actionable solutions.
* Deploys Customer Engagement initiatives, including reports and presentations to senior leadership and various levels of management.
* Identifies barriers to performance through quantitative data analysis, review of qualitative customer feedback, best practice pilots, employee engagement surveys, scientific observations, and one-on-one interviews with stakeholders.
* Assesses and diagnoses the culture, identify the relationship between employee engagement and the patient experience, and recommend strategies for improvement.
* Coaches focus areas in customized improvement plans.
* Develops, coordinates and leads implementation of evidence based best practices for improving key performance metrics.
* Serves as a resource for senior leadership to develop and align departmental goals and strategies advancing a culture of continuous improvement within the scope of Customer Engagement.
* Participates as an advisor in various committees or work groups related to Customer Engagement.
* Serves as a resource to University of Pennsylvania Health System
* Identifies, recommends, and implements improvement approaches in collaboration with focus area team members and leaders through documentation of standard work for key processes and use of daily accountability tools.
* Achieves sustainability of process improvement activities through the use of Continous Improvment tools (DMAIC, Brainstorming, 5
* Whys, Fishbone Diagrams, and root cause analysis)
* Facilitates Customer Engagement training of divisional and interdisciplinary service groups in order to advance the strategic mission of the organization.
* Facilitates training of leaders and staff for service standards, Press Ganey database, data interpretation, experience related-findings, and communication in order to promote consistency and a culture of system-wide service excellence

What Does A Customer Advisor Do At Dell

* Facilitate and project manage contracts within contract management compliance (CMC)
* Support customers through field team in redeeming their credits , answering questions around contracts and any other operational challenges
* Support questions from internal Dell EMC teams regarding contracts, including Field Sales, Software Licensing Operations, and Partner Support Center via global support mailboxes.
* Assist with creation of training/information decks on the TLA & T
* Credit Program and facilitate training sessions
* Process T
* Credit redemptions by communicating with the field and internal BOS (Business Operations Specialists) and GRO (General Revenue Accounting) teams
* Create and maintain ad hoc' analysis for real-time understanding of existing contracts as requested by stakeholders
* Schedule and facilitate calls between various groups to resolve general TLA queries, licensing issues, and customer concerns
* Project management
* Contract management

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How To Become A Customer Advisor

Customer service representatives typically need a high school diploma and receive on-the-job training to learn the specific skills needed for the job. They should be good at communicating and interacting with people and have some experience using computers.


Customer service representatives typically need a high school diploma.


Customer service representatives usually receive short-term on-the-job training, lasting 2 to 3 weeks. Those who work in finance and insurance may need several months of training to learn more complicated financial regulations.

General customer-service training may focus on procedures for answering questions, information about a company’s products and services, and computer and telephone use. Trainees often work under the guidance of an experienced worker for the first few weeks of employment.

In certain industries, such as finance and insurance, customer service representatives must remain current with changing regulations.

Licenses, Certifications, and Registrations

Customer service representatives who provide information about finance and insurance may need a state license. Although licensing requirements vary by state, they usually include passing a written exam. Some employers and organizations may provide training for these exams.

Important Qualities

Communication skills. Customer service representatives must be able to provide information in writing, by phone, or in person so that customers can understand them.

Customer-service skills. Representatives help companies retain customers by answering their questions and complaints in a helpful and professional manner.

Interpersonal skills. Representatives should be able to create positive interactions with customers.

Listening skills. Representatives must listen carefully and understand a customer’s situation in order to assist them.

Patience. Representatives should be patient and polite, especially when interacting with dissatisfied customers.

Problem-solving skills. Representatives must determine solutions to a customer’s problem. By resolving issues effectively, representatives contribute to customer loyalty and retention.

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Customer Advisor jobs

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Customer Advisor Career Paths

Customer Advisor

Customer Advisor Demographics


  • Female

  • Male

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • French

  • Russian

  • Italian

  • Mandarin

  • Croatian

  • Chinese

  • German

  • Vietnamese

  • Korean

  • Bulgarian

  • Macedonian

  • Bosnian

  • Turkish

  • Filipino

  • Cantonese

  • Tagalog

  • Serbian

  • Portuguese

  • Czech

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Customer Advisor

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Customer Advisor Education

Customer Advisor

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Top Skills for A Customer Advisor


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Top Customer Advisor Skills

  1. Outstanding Customer Service
  2. Product Knowledge
  3. Credit Card
You can check out examples of real life uses of top skills on resumes here:
  • Performed outstanding customer service via face to face as well as over the telephone
  • Provide training and coaching in GUEST and product knowledge to associates daily on the sales floor and on an ongoing basis.
  • Possessed credit card and mortgage loan payments using internal and external resources to research and resolve problems or discrepancies.
  • Put card members on programs, lower interest rates, allow low monthly payments for them to bring their account current.
  • Communicated software and hardware purchasing solutions available from Apple.

Top Customer Advisor Employers

Customer Advisor Videos

Personal Financial Advisor Career Information : Personal Financial Advisor Salary

A Day in the Life of a Financial Advisor

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