Relationship Manager

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

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.