Talent.com
Senior Client Advisor

Senior Client Advisor

VirtualVocationsNashville, Tennessee, United States
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.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

serp_jobs.job_alerts.create_a_job

Client Advisor • Nashville, Tennessee, United States

Job_description.internal_linking.related_jobs
  • serp_jobs.job_card.promoted
Senior Client Management Associate

Senior Client Management Associate

CAPTRUSTBrentwood, TN, US
serp_jobs.job_card.full_time
Senior Client Management Associate.CAPTRUST is seeking a Senior Client Management Associate who uses specialized knowledge and skills, obtained through experience and / or formal training, to assist ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Senior Client Service Officer

Senior Client Service Officer

AllianceBernsteinNashville, TN, US
serp_jobs.job_card.full_time
We are seeking a Senior Client Service Officer (CSO) within our Defined Contribution (DC) Business Development team.As one of the largest managers of custom target-date funds and a pioneer in retir...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Financial Advisor - Investment Services Group

Financial Advisor - Investment Services Group

TruistHendersonville, TN, US
serp_jobs.job_card.full_time +1
Job Opportunity in Hendersonville, TN.Actively source, deepen, grow and retain client relationships, both self-sourced as well as generated from internal partners, by providing distinctive and pers...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Relations

Client Relations

AllianceBernsteinNashville, TN, US
serp_jobs.job_card.full_time
Join our dynamic Client Relations team at AB, where you'll be at the forefront of servicing existing clients and supporting sales and business development. This critical team collaborates with Sales...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Advisory Integration Consultant

Advisory Integration Consultant

Jackson National Life Insurance CompanyNashville, TN, US
serp_jobs.job_card.full_time
The Advisory Integration Consultant will partner with Jackson distribution personnel and Registered Investment Advisor (RIA) and Broker / Dealer representative partners to provide field and virtual t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Senior Client Success Manager

Senior Client Success Manager

Built TechnologiesNashville, TN, US
serp_jobs.job_card.full_time
We are seeking a Senior Client Success Manager (CSM) to lead and grow relationships across our enterprise and high-potential commercial clients. This role is ideal for someone with a track record of...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Brokerage Registered Client Service Associate - Nashville, TN

Brokerage Registered Client Service Associate - Nashville, TN

TruistNashville, TN, US
serp_jobs.job_card.full_time +1
This is an in-office position located at 3322 West End Avenue, Nashville, TN.Responsible for the general servicing and support of the Financial Advisors. This includes administrative and operational...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Client Services Tech 1

Client Services Tech 1

Pace Analytical Services, LLCMount Juliet, TN, United States
serp_jobs.job_card.full_time
Tuesday through Saturday, 5 : 00 PM - 2 : 00 AM.Are you ready to work making the world a safer, healthier place? Join our mission to continuously move science forward. to innovate and advance all aspec...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Transaction Advisory Services - Senior Consultant

Transaction Advisory Services - Senior Consultant

Elliott DavisNashville, TN, US
serp_jobs.job_card.full_time
Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture.Our nine officeslocated in the fastest growing cities in the USare built on a fou...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Relationship Manager

Client Relationship Manager

Ramsey SolutionsFranklin, TN, US
serp_jobs.job_card.full_time
RamseyTrusted Client Relationship Manager.Location : Franklin, TNon-site, relocation assistance available, flexible schedules available. Salary : $50,000-$60,000 / year • (includes base and commission).R...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Advocate

Client Advocate

greenpath, inc.Nashville, TN, US
serp_jobs.job_card.full_time
How do I know if I should apply?.Searching for a career can be overwhelming.We’re here to help and be transparent.If the items below meet your needs and career aspirations, please move forwar...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Strategy Advisor

Strategy Advisor

Focus Financial PartnersNashville, TN, US
serp_jobs.job_card.full_time
This is a newly created position meant to be the primary point of contact for Focus Financial Partner's proprietary strategies segment. The proprietary strategies segment is an extension of Colony I...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Private Client Advisor II

Private Client Advisor II

Bank of AmericaNashville, TN, US
serp_jobs.job_card.full_time
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clien...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Private Client Associate

Private Client Associate

AllianceBernsteinNashville, TN, US
serp_jobs.job_card.full_time
Bernstein Private Wealth Management Associate.Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients.As an industry lea...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Advisory Senior Associate

Advisory Senior Associate

Calvetti FergusonNashville, TN, US
serp_jobs.job_card.full_time
Calvetti Ferguson is a leading CPA and advisory firm that's more than just numbers.We're a team of passionate professionals who are dedicated to empowering businesses and individuals to achieve the...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Advisory Senior Associate

Advisory Senior Associate

Frazier & DeeterNashville, TN, US
serp_jobs.job_card.full_time
Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Senior Client Executive

Senior Client Executive

TierPointNashville, TN, US
serp_jobs.job_card.full_time
The Senior Client Executives grow the incredible roster of clients that TierPoint supports in Tennessee through personalized and comprehensive IT solutions. Client Executives are new client acquisit...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Senior Account Associate, Intuit

Senior Account Associate, Intuit

AprioNashville, TN, US
serp_jobs.job_card.full_time
Senior Account Associate, Intuit.Join Aprio's Technology Advisory team and help clients maximize their opportunities.Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Seni...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Client Specialist I

Client Specialist I

Simmons BankNashville, TN, US
serp_jobs.job_card.full_time
It's Fun To Work In A Company Where People Truly Believe In What They're Doing!.We're committed to bringing passion and customer focus to the business. The Client Specialist supports two or more Fin...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Transaction Advisory Services Senior Consultant

Transaction Advisory Services Senior Consultant

Elliott DavisNashville, TN, US
serp_jobs.job_card.full_time
Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture.Our nine offices located in the fastest growing cities in the US are built on a f...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30