Top 1994 Client advisor Jobs in Hicksville, Ny

Client Services Advisor
Lifecare Advocates —Mamaroneck, NY
- From $90,000 a year
- Full-time
- Hybrid work
- 7 years
- Mid-level
- Home Health
- Continuing education credits
- Dental insurance
Quick Apply
5d
Luxury Client Advisor, Women's Designer Collections
Hirshleifers —Manhasset, NY
- $65,000 - $95,000 a year
- Weekends as needed
- Merchandising
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Senior Bankruptcy Litigator - Debtor Representation
Talnt —White Plains, NY
- $190,000 - $260,000 a year
- Full-time
- Senior level
Quick Apply
Tax Manager
Esposito, Fuchs, Taormina & Company —Central Islip, NY
- $125,000 - $150,000 a year
- Full-time
- CPA
- Research
- Office
- Health savings account
- Disability insurance
Quick Apply
Estate & Trust Attorney
Talnt —White Plains, NY
- $160,000 - $210,000 a year
- Full-time
- Mid-level
- 4 years
- Communication skills
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Chief Investment Officer
Confidential —Melville, NY
- $250,000 - $350,000 a year
- Full-time
- Research
- Office
- In-person
- Health insurance
- Dental insurance
Quick Apply
Commission Sales Career (Training provided)
New York Life Insurance Company & NYLIFE Securitiess, LLC. —Melville, NY
- $70,000 - $150,000 a year
- Full-time
- US work authorization
- Leadership
- Communication skills
- Continuing education credits
- Disability insurance
Quick Apply
2d
Senior Services Architect, Security-Cloud SIEM
Datadog —New York, NY
- $154,000 - $205,000 a year
- Hybrid work
- HIPAA
- 3 years
- Travel
- Employee stock purchase plan
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Financial Services Professional
New York Life Insurance Company & NYLIFE Securitiess, LLC. —Melville, NY
- $70,000 - $150,000 a year
- Full-time
- Mid-level
- Office
- US work authorization
- Continuing education credits
- Disability insurance
Quick Apply
2d
Financial Sales Representative
New York Life —Melville, NY
- $60,000 - $150,000 a year
- Full-time
- Background check
- In-person
- Entry level
- Health savings account
- Health insurance
Quick Apply
Sr. Director, Platform Engineering
Versant Media —Englewood Cliffs, NJ
- $220,000 - $240,000 a year
- Email
- Hybrid work
- System design
- 11+ years
- Continuous improvement
- Retirement plan
Quick Apply
Best Auto Technicians look here!!
Nico's Way Automotive —Bohemia, NY
- $85,000 - $150,000 a year
- Full-time
- 5 years
- Mid-level
- Driver's License
- Paid training
- Continuing education credits
Quick Apply
Partner Solutions Architect (GSI) - AMER East
Datadog —New York, NY
- $149,000 - $199,000 a year
- Hybrid work
- Azure
- DevOps
- AWS
- Employee stock purchase plan
Quick Apply
Automotive Service Advisor / Writer
East Hills Chevrolet —Freeport, NY
- $75,000 - $125,000 a year
- Weekends as needed
- Bilingual
- Dealership
- Driver's License
- Health insurance
- Dental insurance
Quick Apply
FINANCIAL ADVISOR (WEALTH MANAGEMENT)
Aegis Capital Corp —Melville, NY
- $50,000 - $125,000 a year
- Full-time
- Background check
- Office
- Business development
Quick Apply
Registered Client Administrative Manager
Steward Partners Global Advisory LLC —New York, NY
- Full-time
- Mid-level
- Office
- Finance
- Health savings account
- Health insurance
Quick Apply
Sales Manager
Nine Orchard Hotel (MML Hospitality) —New York, NY
- $100,000 - $120,000 a year
- Full-time
- Hotel
- Travel
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Senior Manager, Product Solutions Architecture
Datadog —New York, NY
- $211,000 - $281,000 a year
- Hybrid work
- 5 years
- Product management
- Mentoring
- Employee stock purchase plan
Quick Apply
Principal Solution Architect, Insurance
Bain & Co. —New York, NY
- $168,500 - $234,500 a year
- Full-time
- Azure
- 11+ years
- Office
- Wellness program
- Paid holidays
Quick Apply
Entry Level Financial Services Professional
New York Life Insurance Company/NYLIC Securities —Melville, NY
- $60,000 - $110,000 a year
- Full-time
- Bachelor's degree
- In-person
- Entry level
- Health savings account
- Health insurance
Quick Apply

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Client Services Advisor

Lifecare Advocates
Mamaroneck, NY

Quick Apply

Job Details

Full-time
From $90,000 a year
5 days ago

Benefits

Continuing education credits
Dental insurance
Vision insurance
Flexible schedule

Qualifications

Customer records maintenance
Intake
Records management
Data management
Sales management systems proficiency
CRM system proficiency

Full Job Description

For over 30 years, Alder has been a trusted guide for more than 5,000 families across the Northeast, helping them navigate the aging journey with compassion, clarity, and expert care. Our life care managers are seasoned social workers and nurses, providing both strategic direction and hands-on support, from coordinating medical care and assessing home safety to attending appointments and facilitating meaningful family conversations.

Deeply rooted in the community, we leverage a broad professional network to connect families with trusted resources and foster collaboration across disciplines. Whether offering occasional consultations or urgent crisis support, we tailor our involvement to meet each individual’s unique needs. At the heart of our work is a simple goal: to help families approach the practical and emotional aspects of aging with confidence.

The Role:

As a Client Services Advisor at Alder, you'll be the first point of contact for families navigating complex care decisions. This full-time role is best suited for someone with a background in care management or elder care intake — someone who can bring both clinical fluency and genuine warmth to every conversation.

You'll own the intake process from first inquiry through internal handoff, maintain accurate records in HubSpot, and serve as a reliable, knowledgeable resource for prospective clients and referral partners during some of the most uncertain moments of their lives.

Responsibilities:

Referral Intake & Coordination - Serve as the primary point of contact for inbound referrals via phone, email, and web. Own the intake process from first contact through internal handoff, ensuring timely and accurate information sharing. Enter and manage referral and client data in HubSpot, tracking all follow-up and documentation.

Client & Community Communication - Communicate with clarity, empathy, and clinical credibility to prospective clients, family members, and referral sources. Maintain responsive relationships with community partners and providers. Support the coordination and scheduling of consultations, including pre-visit and post-visit follow-up.

Urgent Case Support - Triage urgent calls and provide temporary support to clients when immediate attention is required. Collaborate with the Manager of Client Relations and leadership to ensure seamless assignment to the appropriate care manager.

Data, Systems & Reporting - Maintain clean, up-to-date records in HubSpot, including intake progress, referral activity, and client engagement data. Assist with reporting on case closures, client enrollments, and quality assurance metrics.

Quality Assurance - Conduct post-service check-ins and administer closed-case surveys. Identify and flag trends or concerns that impact client satisfaction or operational efficiency.

Team Collaboration - Participate in regular virtual check-ins and monthly in-person team days. Attend quarterly staff meetings and other in-person sessions as scheduled.

Required skills / experiences:

7+ years of professional experience in care management, elder care, or a related clinical or social services setting.
In-depth understanding of the geographic landscapes and local dynamics of the Northeast region, specifically Greater New York and Greater Boston, supporting multi-state coverage.
Proven track record in an intake or admissions role, ideally within a care management practice, home care agency, senior living organization, or similar clinical/social services environment.
Excellent verbal and written communication skills with the demonstrated ability to navigate sensitive, emotionally complex conversations with clients, families, and referral partners.
Strong organizational follow-through, high attention to detail, and efficient management of concurrent priorities.
Comfortable managing data, records, and intake workflows in a CRM system. Hubspot preferred.
Calm, compassionate, and solution-oriented presence under pressure.
Proven ability to work independently in a remote environment while maintaining active engagement and collaboration with a remote team.

Primarily remote; requires one on-site day per month and mandatory attendance at quarterly staff meetings and other scheduled in-person meetings across the region.

Why Work at Alder?

At Alder, we value our team as our greatest asset. We offer a supportive, mission-driven work environment where your contributions make a meaningful impact every day.

Our comprehensive benefits and employee perks include:

Competitive compensation
Flexible work schedules and hybrid work opportunities
Health, dental, and vision insurance
Professional development support and continuing education reimbursement
A collaborative, inclusive culture focused on employee well-being and growth

Join us in making a positive difference in the lives of older adults by fostering engagement, connection, and support within the community!

In accordance with the New York Pay Transparency Act, the expected salary for this position starts at $90,000 annually. Actual compensation may vary based on factors such as licensure, years of experience, and other relevant qualifications.

Quick Apply

Refine Your Search

client advisor jobs in hicksville, ny

Client Services Advisor

Luxury Client Advisor, Women's Designer Collections

Senior Bankruptcy Litigator - Debtor Representation

Tax Manager

Estate & Trust Attorney

Chief Investment Officer

Commission Sales Career (Training provided)

Senior Services Architect, Security-Cloud SIEM

Financial Services Professional

Financial Sales Representative

Sr. Director, Platform Engineering

Best Auto Technicians look here!!

Partner Solutions Architect (GSI) - AMER East

Automotive Service Advisor / Writer

FINANCIAL ADVISOR (WEALTH MANAGEMENT)

Registered Client Administrative Manager

Sales Manager

Senior Manager, Product Solutions Architecture

Principal Solution Architect, Insurance

Entry Level Financial Services Professional

I want to receive the latest job alert for client advisor in hicksville, ny

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