Client Advisor, UK


United Kingdom Remote

Full time

Nov 18

Casa is building a personal Bitcoin experience. We combine deep security expertise, human-focused design, and exceptional service to empower our clients and build life-long relationships. We’re looking for an energetic, charismatic, and client-focused professional to join our growing team.  

The Opportunity

As a Client Advisor, you will work directly with our Premium Clients, developing trusted relationships from the moment they sign up with Casa. You’ll help them understand our products, initialize their secure Bitcoin wallets, assist with service requests, and act as a steady and supportive guide throughout their Casa journey. Your expertise and confidence will grant them the courage to take full advantage of Bitcoin, while your professionalism and attention to detail will instill trust and peace of mind at every interaction.  

Clients are at the center of Casa’s business, and Client Advisors(CA) play a key role within the company. CAs are expected to provide feedback and offer suggestions on initiatives within the Client Services organization, and serve as the voice of the client in discussions with our product, marketing, sales, and business teams.  

What You'll Do

  • Onboard Premium Clients by helping them set up their multisig wallets
  • Build long-term relationships with our Premium Clients
  • Educate our clients on security, starting with effective and sustainable key management practices
  • Help new clients understand Bitcoin and multisig, learn about their unique needs and concerns, and guide them through the Casa experience
  • Deliver exceptional customer service - be polite, prompt, and proactive when resolving client issues and inquiries
  • Develop a deep understanding of our clients, and work with leadership on strategic decisions across product, marketing, and operations in their interest
  • Develop and improve client facing documentation and copy
  • Develop and improve internal client management systems
  • Be on call for scheduled one-week emergency call rotations 24/7 including weekend ZD shifts

Who You Are

  • 2+ years client facing experience in financial services, technology, consulting, or other high growth/fast paced environments
  • Exceptional interpersonal skills, including building rapport, problem-solving in real-time, and the ability to explain complex/technical concepts simply
  • Desire to learn new technical concepts and experiment with new technologies; previous experience with single signature or multisig preferred but not required
  • Interest and growing knowledge in Bitcoin
  • Strong organizational and multi-tasking skills, with the capability to manage a full day of client calls while simultaneously responding to ZenDesk support tickets
  • Ability to stay calm and collected in high-pressure situations as you help clients navigate managing their multisig wallets
  • Take initiative to solve issues with a long-term solution in mind
  • Take ownership of complex client issues and see them through to completion
  • Follow outlined procedures and provide feedback to optimize them
  • Experience with Hubspot CRM, Microsoft Office, Google Docs, Zapier, and/or related products
  • Strong writing ability

What We Offer You

  • Company Equity 
  • Covered Health, Dental, and Vision Insurance
  • Employee discounts to Casa products and services
  • 100% Remote Team
  • Flexible Time Off 

About Casa

One of the greatest promises of Bitcoin is the ability to give people back control of their money - to help them "be their own bank". However, individuals today don't have the necessary tools to shoulder the responsibility that comes with the promise of fully owning their money & data. The largest barrier to adoption of Bitcoin is the ability for people to feel safe and comfortable using it, and we're tackling that problem head-on.

We're at the forefront of security and UX for users wanting more control over their digital lives; Casa is building solutions for secure, simple private key management.

Casa is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Applicants will receive fair and impartial consideration without regard to race, sex, color, religion, national origin, age, disability, veteran status, genetic data, or other legally protected status.

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e help people around the world secure their bitcoin while holding their own private keys, without the headache and anxiety about losing their funds.