Relationship Manager

iTrustCapital Inc.; Irvine (CA); Sur place; USD 60 000 - 85 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Communication

MS Excel

Attention to detail

Problem solving

Customer service

Integrity

Authorized to work in the U.S.

Formation

High school diploma or equivalent

Outils

MS Office

Description du poste

Founded in 2018 by leaders across traditional and alternative finance, iTrustCapital is a digital asset investment platform that allows clients to buy and sell cryptocurrencies real-time, 24/7, through their retirement accounts.

We are an award-winning company and one of the largest crypto IRA platforms in the world. We strive to provide the best technology and experience possible for our clients who invest in cryptocurrencies using their tax-advantaged retirement accounts.

We believe one of the most important parts of an organization is the internal culture. We are a closely-knit team of innovators and game changers collaborating to make a positive impact through our technology. Together we celebrate our wins, learn from our experiences, and our employees feel like they are part of a fintech family.

What We Are Looking For:

We are seeking a Relationship Manager who contributes to key business outcomes such as client retention, client satisfaction, achieving operating/margin targets, and fostering a culture of performance and continuous improvement.

What You Will Do:

• 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.

What We Want:

• 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.

Preferred Skills:

• Customer Service experience.
• Having knowledge of IRA's.
• Crypto Knowledge.
• Experience in Finance.

We’re a small-sized team that’s growing fast, so everyone who joins iTrustCapital has a direct impact on the direction and success of the company. Today’s hires will be tomorrow’s leaders. We strive for an open, flat, collaborative, work-hard-play-hard environment. We offer competitive compensation, medical, dental, vision, flexible work schedules and more.

The Fintech industry and therefore our business is fast-paced and will continue to evolve. As such, the duties and responsibilities of this role may be changed as directed by the Company at any time to promote and support our business and our clients.

iTrustCapital is an Equal Opportunity Employer. iTrustCapital does not discriminate on the basis of race, ancestry, national origin, color, religion, gender, gender identity, age, marital status, sexual orientation, disability, veteran status, or any other protected classification under the law.