Crypto IRA Relationship Lead

iTrustCapital; Irvine (CA); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Competitive compensation

Medical coverage

Dental coverage

Vision coverage

Flexible work schedules

Job summary

iTrustCapital is a digital asset investment platform known for its fast-paced fintech environment in the United States. We seek a Relationship Manager to cultivate and sustain client relationships across the lifecycle, manage onboarding, and drive customer-centric outcomes.

The role emphasizes collaboration, problem-solving, and strong communication to meet performance targets. The candidate will contribute to client retention, satisfaction, and operating margins while supporting a

Qualifications

• High school diploma or equivalent.
• Knowledge of MS Office (Excel a Must).
• Excellent verbal and written communication skills.
• Attention to detail and critical thinker with exceptional problem-solving skills.
• Ability to deliver excellent customer service with a can-do attitude.
• High standards for integrity, honesty, professionalism, and work ethics.
• Must be authorized to work in the U.S.

Responsibilities

• Build and sustain client relationships throughout the lifecycle of the client.
• Oversee the client onboarding cycle including planning, setup, execution, and management of assigned projects.
• Assist management with ad hoc projects and requests as needed.
• Conduct customer feedback surveys.
• Identify and communicate customer needs to management.
• Achieve various individual business targets and contribute to the performance of the team.

Skills

MS Office

Communication

Problem solving

Customer service

Education

High school diploma or equivalent

Job description

iTrustCapital is a digital asset investment platform known for its fast-paced fintech environment in the United States. We seek a Relationship Manager to cultivate and sustain client relationships across the lifecycle, manage onboarding, and drive customer-centric outcomes.

The role emphasizes collaboration, problem-solving, and strong communication to meet performance targets. The candidate will contribute to client retention, satisfaction, and operating margins while supporting a