Senior Client Advisor
VirtualVocationsLittleton, Colorado, United States30+ days ago
Job type
- Full-time
Job description
A company is looking for a Senior Client Advisor to develop trusted relationships with Premium, Private, and Enterprise clients.
Key Responsibilities
Onboard members through live, video-based one-on-one sessions
Educate customers on security and assist them in understanding bitcoin and self-custody
Provide exceptional customer service and collaborate with internal teams to enhance processes
Required Qualifications
4+ years of client-facing experience in financial services or technology
Deep knowledge of bitcoin technology and a passion for learning
Experience in a proactive client service environment
Strong organizational and multitasking skills
Familiarity with Google Suite and CRM systems like Hubspot or Salesforce
Create a job alert for this search
Client Advisor • Littleton, Colorado, United States
Related jobs
Our "we-care" culture is more than just a motto; it's a promise.From day one, we prioritize your growth, well-being, and success.
You can count on us to support your career journey and help you achi...Show moreLast updated: 3 days ago
As a Senior Wealth Advisor, you will be part of a team of experienced professionals providing exceptional client experience with a robust platform of investments, credit, trust, and planning soluti...Show moreLast updated: 25 days ago
We are looking for a dedicated and skilled professional to join our team.This role offers an exciting opportunity to contribute to our ongoing projects and help shape our future.If you are passiona...Show moreLast updated: 30+ days ago
A typical day as a Transaction Advisory Services Senior Associate might include : .Conduct company-specific due diligence efforts as our clients are looking at growing through acquisitions.Assist in ...Show moreLast updated: 30+ days ago
Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus...Show moreLast updated: 30+ days ago
The RIA Client Advisor is responsible for furthering the growth of NB's platform through strategic relationship building and business development initiatives with RIAs managing $100m+ AUM in the Ce...Show moreLast updated: 30+ days ago Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus...Show moreLast updated: 30+ days ago Our "we-care" culture is more than just a motto; it's a promise.From day one, we prioritize your growth, well-being, and success.
You can count on us to support your career journey and help you achi...Show moreLast updated: 30+ days ago Our "we-care" culture is more than just a motto; it's a promise.From day one, we prioritize your growth, well-being, and success.
You can count on us to support your career journey and help you achi...Show moreLast updated: 30+ days ago 
What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidenc...Show moreLast updated: 30+ days ago
Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s...Show moreLast updated: 2 days ago
Job Opportunity at The Trade Desk.Interested in building your career at The Trade Desk? Get future opportunities sent straight to your email.
The Trade Desk is an equal opportunity corporation and d...Show moreLast updated: 6 days ago Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus...Show moreLast updated: 30+ days ago Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus...Show moreLast updated: 3 days ago 
Transaction Services - Senior Associate.With experience gained from thousands of transactions, our teams provide insightful analysis, thorough plans, and impactful execution before and after the de...Show moreLast updated: 30+ days ago Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus...Show moreLast updated: 30+ days ago Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus...Show moreLast updated: 30+ days ago 
A strategic, enterprise-minded leader who brings clarity, operational rigor, and accountability to a high-growth environment.
Someone who balances client success, team development, and commercial ou...Show moreLast updated: 4 days ago
Senior Associate, Client Relations Specialist.As a leading financial services and healthcare technology company, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 count...Show moreLast updated: 30+ days ago
- Promoted
Accounting Advisory, Senior Consultant
Plante MoranDenver, CO, United StatesTemporary
- Promoted
Wealth Advisor
ComericaDenver, CO, USFull-time
- Promoted
J.P. Morgan Wealth Management Private Client Advisor - Denver, CO (Denver Metro)
ChaseDenver, CO, USFull-time
- Promoted
Transaction Advisory Services Senior Associate
Eide BaillyDenver, CO, United StatesFull-time
- Promoted
J.P. Morgan Wealth Management Private Client Advisor - Boulder, CO
JPMorgan ChaseBoulder, CO, USFull-time
- Promoted
RIA Client Advisor, Central Region
Neuberger BermanDenver, CO, USFull-time
- Promoted
J.P. Morgan Wealth Management Private Client Advisor - Denver, CO (Denver Metro)
JPMorgan ChaseDenver, CO, USFull-time
- Promoted
Transaction Advisory Services Senior Consultant
Plante MoranDenver, CO, United StatesFull-time
- Promoted
Transaction Advisory Services Senior Manager
Plante MoranDenver, CO, United StatesFull-time
- Promoted
Senior Financial Advisor
LPL FinancialDenver, CO, USFull-time
- Promoted
Client Relationship Consultant 2 (Banker) - Ken Caryl - Denver, CO (30 hrs)
U.S. BancorpDenver, CO, USFull-time
- Promoted
Senior Director, Client Services, Channel Partners NewBoulder; Denver; New York
The Trade DeskDenver, CO, USFull-time
- Promoted
J.P. Morgan Wealth Management Private Client Advisor - Lakewood, CO
JPMorgan ChaseDenver, CO, USFull-time
- Promoted
J.P. Morgan Wealth Management Private Client Advisor - Firestone, CO
JPMorgan ChaseFirestone, CO, USFull-time
- Promoted
Transaction Services - Senior Associate
RiveronDenver, CO, USFull-time
- Promoted
J.P. Morgan Wealth Management - Private Client Advisor - Erie, CO (Lafayette)
JPMorgan ChaseErie, CO, USFull-time
- Promoted
J.P. Morgan Wealth Management - Private Client Advisor - Wheat Ridge, CO
JPMorgan ChaseWheat Ridge, CO, USFull-time
- Promoted
Senior Director, Client Services, Channel Partners
The Trade DeskDenver, CO, United StatesFull-time
- Promoted
Senior Associate Client Relationship Specialist
Blue Prism GroupDenver, CO, USFull-time
- Promoted