Crypto IRA Relationship Manager — Client Growth & Success

iTrustCapital Inc.; Irvine (CA); On-site; USD 60,000 - 85,000; Full time

Job summary

iTrustCapital Inc. is seeking a Relationship Manager in Irvine to oversee client relationships from onboarding through ongoing engagement within our digital asset and retirement accounts platform.

You will build strong client partnerships, coordinate onboarding, and collaborate with leadership to meet operating targets. The role emphasizes client satisfaction, retention, and continuous improvement within a fast-growing fintech team.

Qualifications

• High school diploma or equivalent.
• Proficient in MS Office, especially Excel.
• Excellent verbal and written communication skills.
• Attention to detail and strong problem-solving abilities.
• Ability to deliver excellent customer service with integrity and professionalism.
• Authorized to work in the United States.

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

Communication

MS Excel

Attention to detail

Problem solving

Customer service

Integrity

Authorized to work in the U.S.

Education

High school diploma or equivalent

Tools

MS Office

Job description

iTrustCapital Inc. is seeking a Relationship Manager in Irvine to oversee client relationships from onboarding through ongoing engagement within our digital asset and retirement accounts platform.

You will build strong client partnerships, coordinate onboarding, and collaborate with leadership to meet operating targets. The role emphasizes client satisfaction, retention, and continuous improvement within a fast-growing fintech team.