Talent.com
Senior Client Advisor

Senior Client Advisor

VirtualVocationsDenver, Colorado, United States
30+ 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 • Denver, Colorado, United States

Related jobs
  • Promoted
Accounting Advisory, Senior Consultant

Accounting Advisory, Senior Consultant

Plante MoranDenver, CO, United States
Temporary
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: 2 days ago
  • Promoted
Senior Client Partner

Senior Client Partner

VirtualVocationsDenver, Colorado, United States
Full-time
Client Partner (Client Community) Sales.Key Responsibilities Design and implement engagement plans to deepen client relationships Manage relationships with independent consultants and engage cli...Show moreLast updated: 30+ days ago
  • Promoted
J.P. Morgan Wealth Management Private Client Advisor - Denver, CO (Denver Metro)

J.P. Morgan Wealth Management Private Client Advisor - Denver, CO (Denver Metro)

ChaseDenver, CO, US
Full-time
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
  • Promoted
Transaction Advisory Services Senior Associate

Transaction Advisory Services Senior Associate

Eide BaillyDenver, CO, United States
Full-time
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
  • Promoted
J.P. Morgan Wealth Management Private Client Advisor - Boulder, CO

J.P. Morgan Wealth Management Private Client Advisor - Boulder, CO

JPMorgan ChaseBoulder, CO, US
Full-time
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
  • Promoted
RIA Client Advisor, Central Region

RIA Client Advisor, Central Region

Neuberger BermanDenver, CO, US
Full-time
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
  • Promoted
Private Client Advisor

Private Client Advisor

VirtualVocationsLakewood, Colorado, United States
Full-time
A company is looking for a Private Client Advisor who will manage relationships with private foundations and ensure compliance and operational efficiency. Key Responsibilities : Manage a portfolio ...Show moreLast updated: 1 day ago
  • Promoted
J.P. Morgan Wealth Management Private Client Advisor - Denver, CO (Denver Metro)

J.P. Morgan Wealth Management Private Client Advisor - Denver, CO (Denver Metro)

JPMorgan ChaseDenver, CO, US
Full-time
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
  • Promoted
Transaction Advisory Services Senior Consultant

Transaction Advisory Services Senior Consultant

Plante MoranDenver, CO, United States
Full-time
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
  • Promoted
Transaction Advisory Services Senior Manager

Transaction Advisory Services Senior Manager

Plante MoranDenver, CO, United States
Full-time
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
  • Promoted
Senior Financial Advisor

Senior Financial Advisor

LPL FinancialDenver, CO, US
Full-time
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
  • Promoted
Texas Client Partner

Texas Client Partner

VirtualVocationsBoulder, Colorado, United States
Full-time
A company is looking for a Client Partner in Texas.Key Responsibilities Develop and maintain client relationships to drive business growth Identify and pursue new business opportunities within t...Show moreLast updated: 15 days ago
  • Promoted
Private Client Advisor

Private Client Advisor

IMA Financial GroupDenver, CO, US
Full-time
Essential Job Responsibilities : .Supports and demonstrates IMA Select's core values.Values and understands the importance of diversity, equality, and inclusion among all IMA associates.Responsibilit...Show moreLast updated: 22 days ago
  • Promoted
J.P. Morgan Wealth Management Private Client Advisor - Lakewood, CO

J.P. Morgan Wealth Management Private Client Advisor - Lakewood, CO

JPMorgan ChaseDenver, CO, US
Full-time
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
  • Promoted
Senior Client Advisor

Senior Client Advisor

VirtualVocationsBoulder, Colorado, United States
Full-time
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-...Show moreLast updated: 30+ days ago
  • Promoted
Transaction Services - Senior Associate

Transaction Services - Senior Associate

RiveronDenver, CO, US
Full-time
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
  • Promoted
J.P. Morgan Wealth Management Private Client Advisor Thornton, CO

J.P. Morgan Wealth Management Private Client Advisor Thornton, CO

JPMorgan ChaseDenver, CO, US
Full-time
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
  • Promoted
J.P. Morgan Wealth Management - Private Client Advisor - Erie, CO (Lafayette)

J.P. Morgan Wealth Management - Private Client Advisor - Erie, CO (Lafayette)

JPMorgan ChaseErie, CO, US
Full-time
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
  • Promoted
Senior Associate Client Relationship Specialist

Senior Associate Client Relationship Specialist

Blue Prism GroupDenver, CO, US
Full-time
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
J.P. Morgan Wealth Management Private Client Advisor - Lakewood, CO (Green Mountain)

J.P. Morgan Wealth Management Private Client Advisor - Lakewood, CO (Green Mountain)

ChaseDenver, CO, US
Full-time
Show moreLast updated: 30+ days ago