BlockTrustIRA · 1 month ago
Investor Relations Assistant
Beverly Hills, CA
Full-time
Onsite
New Grad, Entry LevelBlockTrust is a fast-growing, AI-powered cryptocurrency investment platform built to help clients invest with confidence. The Investor Relations Assistant will serve as the primary point of contact for existing clients, focusing on relationship management, client satisfaction, and ensuring a smooth experience from onboarding to ongoing communication.
CryptocurrencyFinanceFinancial ServicesRetirement
Responsibilities
Guide clients through opening and funding brokerage accounts
Assist with required forms, documentation, and compliance steps
Manage smooth off-boarding when clients request transfers or closure
Act as the first point of contact for client inquiries via phone and email
Answer basic questions about account status, statements, and platform features
Provide timely updates, escalate issues when necessary, and ensure high-quality customer service
Assist clients with additional funding/wire transfers etc
Help clients navigate the BlockTrust platform and brokerage portals
Coordinate with internal teams to resolve account issues
Maintain accurate records of client interactions and follow-up items
Foster trust and rapport with clients by delivering responsive, proactive communication
Identify opportunities to improve the client experience and streamline processes
Qualification
Required
Driven, organized, and client-focused professional
Experience in relationship management and client satisfaction
Ability to assist clients with account setup and routine account questions
Strong communication skills for client inquiries via phone and email
Capability to provide timely updates and escalate issues when necessary
Experience in managing client onboarding and off-boarding processes
Ability to maintain accurate records of client interactions and follow-up items
Proactive communication skills to foster trust and rapport with clients
Ability to identify opportunities to improve the client experience
Company
BlockTrustIRA
At BlockTrustIRA, we’re revolutionizing retirement investing by making cryptocurrency a cornerstone of modern wealth-building strategies.
Founded in 2023
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase