Senior Client Advisor - Riverside California

Company: VirtualVocations
Location: Riverside, California
Posted On: 02/07/2025

A company is looking for a Senior Client Advisor to develop trusted relationships with Premium, Private, and Enterprise clients in a remote setting.



Key Responsibilities

Onboard members through live, video-based sessions and build long-term relationships
Educate clients on security practices and guide them through the Casa experience
Provide exceptional customer service and collaborate with internal teams to enhance processes


Required Qualifications

4+ years of client-facing experience in financial services, technology, or consulting
Deep knowledge of bitcoin technology and a passion for learning about the space
Experience in a proactive client service environment
Strong organizational and multitasking skills
Familiarity with Google Suite and CRM systems like Hubspot or Salesforce More...

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