Client Advisor Job Description Template

The Client Advisor job description template outlines the essential roles and responsibilities of a Client Advisor. This position includes providing excellent customer service, managing customer accounts, and identifying new business opportunities. The ideal candidate will possess strong communication skills, a customer-focused mindset, and the ability to build and maintain relationships with clients. This template can be customized to meet specific job requirements and is suitable for any organization seeking to hire a highly qualified Client Advisor.

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As a Client Advisor, you will be responsible for providing exceptional customer service to clients and maintaining long-term relationships. You will be collaborating with other team members to identify client needs and recommending appropriate products and services.

Job Responsibilities:

  • Build and maintain relationships with clients.
  • Provide exceptional customer service.
  • Identify client needs and recommend appropriate products and services.
  • Collaborate with other team members to ensure client satisfaction.
  • Maintain up-to-date knowledge on products, services, and policies.
  • Resolve any client complaints or issues in a timely and professional manner.
  • Meet and exceed sales targets and objectives.


  • Bachelor's degree in Business Administration, Marketing, or related field.
  • 2+ years of experience in client services, sales, or related field.
  • Excellent communication and customer service skills.
  • Ability to identify and meet client needs.
  • Strong problem-solving skills and ability to resolve conflicts in a professional manner.
  • Knowledge of products, services, and industry trends.
  • Ability to work independently and as part of a team.
  • Flexibility and adaptability to changing priorities.

If you are passionate about providing exceptional customer service and building long-term relationships with clients, we encourage you to apply for this exciting opportunity!


Creating a job posting for a client advisor role can be a challenging task if you don't know where to start. The right job posting can attract the right candidates, leading to a successful hiring process. In this guide, we will explain how to create a client advisor job posting from scratch.

Job Title and Job Summary:

The job title should accurately describe the role, including the experience level and specialty. For example, a client advisor job posting could be titled 'Senior Client Advisor - Wealth Management'. The job summary should provide a brief description of the role and an outline of the responsibilities. It should also include the team and company culture.

  • Use bullet points to break up the summary and make it easy to read.
  • Key Responsibilities:

    This section should outline the job duties and what is expected of the successful candidate. List off a minimum of six to eight job duties, emphasizing the most important ones. Be specific and direct, stating the daily tasks clearly.

  • Highlight the core competencies required to accomplish the duties.
  • Qualifications and Skills:

    Include any necessary qualifications or certifications required to apply for the job. Candidates should know the required education level, years of experience, and relevant skills. Provide details on any specialized knowledge the role requires.

  • Provide a reasonable range of experience, to not eliminate talented workers who may not have all of your demanding requirements.
  • Cultural Fit and Company Values:

    Explain the company culture and values, emphasizing what distinguishes the business from others. Candidates are more likely to want to join a team that resonates with their own values.

  • Provide examples of company outings, philanthropic work, or individual employee highlights to demonstrate a tense, engaging environment.
  • Location and Compensation:

    List the geographic location of the position and an estimation of salary range. Candidates can quickly determine if the location is suitable for commuting or if the salary provided aligns with their financial needs.

  • Do not provide an exact salary range if you're concerned about attracting overqualified or junior candidates.
  • Conclusion:

    Creating an excellent job posting is a balancing act between attracting top talent and being realistic. A client advisor job posting should reflect the company and its culture, not just the job duties. Take the time to craft a listing to attract the right candidates, who ultimately will lead to a successful hire.

    Frequently Asked Questions on Creating Client Advisor Job Posting

    When looking for a client advisor, finding the right candidate can be a daunting task. A well-crafted job posting can help attract the right talent. However, many employers do not know where to begin. Below are some frequently asked questions on creating a client advisor job posting.

    What should be included in a client advisor job posting?

  • Job title and summary
  • Job Requirements (including education and experience)
  • Responsibilities and Duties
  • Skills and Competencies
  • Salary and Benefits
  • What makes a client advisor job posting stand out?

    A job posting must be crafted in a way that its content stands out, and it grabs the attention of potential candidates. Use straightforward and positive language in your job posting. Mention the company's culture, core values, and unique opportunities. Try to create a job posting that inspires people and gives them a sense that they will be part of something exciting.

    How should the job title of my client advisor job posting be phrased?

    The job title of your client advisor posting should be simple and attention-grabbing. Use the most common title for the position, but also try to make it slightly different or unique. For example, instead of just Client Advisor, you could use Luxury Client Advisor, High-Net-Worth Client Advisor or Personal Client Advisor.

    Should I include the salary range in the job posting?

    Yes, it is recommended to include the salary range in the job posting. Being transparent about salary helps to filter out uninterested candidates and helps to attract potential candidates who meet the company's standards. It also shows that the company is serious about its hiring process.

    How can I attract passive candidates?

    Passive candidates are individuals that are currently employed but may be interested in changing jobs if the right opportunity arises. You can attract passive candidates by highlighting the company's unique selling points such as culture, work-life balance, and benefits. Use language that's passionate about the company's vision and inspire candidates to become a part of it.

    Can I provide specific instructions to follow when applying for the job?

    Yes, you should provide specific instructions for potential candidates to follow in the job posting. Outline the documents and information required, the email subject line to use, and whether the candidate should apply through email, form or any other recruitment platform.

    What should I do after posting a client advisor job posting?

    After posting a job posting, promote the position to increase the chances of reaching a wider audience. Share the opportunity on social media platforms, groups, and communities. Respond to every application even if the candidate doesn't make it to the next level. This approach will help create a positive employer brand and promote your company as an employer of choice.

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