Relationship Manager: Crypto IRA Onboarding & Retention

iTrustCapital Inc.; Irvine (CA); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Competitive compensation

Medical insurance

Dental coverage

Vision coverage

Flexible work schedules

Job summary

iTrustCapital Inc. is seeking a Relationship Manager to strengthen client relationships throughout the client lifecycle. You will oversee onboarding, execute projects, and support management with ad hoc requests while driving customer satisfaction.

The role emphasizes effective communication, attention to detail, and problem-solving to meet performance targets. A strong customer service mindset and integrity are essential for success in a fast-paced fintech environment.

Qualifications

• Must have high school diploma or equivalent.
• Knowledge of MS Office (Excel a Must).
• Excellent verbal and written communication skills.
• Attention to detail and strong problem-solving abilities.
• 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

Customer service

Communication skills

Problem solving

Attention to detail

Integrity

Relationship building

Team collaboration

Education

High school diploma or equivalent

Tools

MS Office (Excel)

Job description

iTrustCapital Inc. is seeking a Relationship Manager to strengthen client relationships throughout the client lifecycle. You will oversee onboarding, execute projects, and support management with ad hoc requests while driving customer satisfaction.

The role emphasizes effective communication, attention to detail, and problem-solving to meet performance targets. A strong customer service mindset and integrity are essential for success in a fast-paced fintech environment.