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Senior Client Advisor

Senior Client Advisor

VirtualVocationsAppleton, Wisconsin, United States
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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

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Client Advisor • Appleton, Wisconsin, United States

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