Client Relationship Specialist

Bitcoin IRA is a leading financial services platform specializing in helping clients invest in Bitcoin and other cryptocurrencies through IRAs. Our mission is to provide our clients with the tools and resources needed to invest securely in the digital assets space, while offering personalized support to achieve their financial goals. We’re looking to expand our sales team by adding a new member who will assist in key areas of account management and client relationship building.

Role Overview:

We are seeking a highly motivated and detail-oriented Client Relationship & Account Support Specialist to join our growing team. This role will be essential in assisting with account funding, building strong client relationships, gathering referrals, and ensuring clients leave positive online reviews. You will work alongside our seasoned closers and openers to provide exceptional service to clients at every stage of their journey.

Key Responsibilities

• Client Relationship Management: Make biannual calls to clients for their birthdays and account anniversary dates, helping maintain positive client relationships and ensuring satisfaction
• Referrals: Actively engage with clients to generate referrals, contributing to the growth of our client base and the business
• Client Reviews: Encourage clients to share their positive experiences through online reviews, helping build the Bitcoin IRA brand and increase visibility
• Collaboration: Work closely with the sales team to ensure clear communication and a seamless client experience, from the initial consultation to account funding

Qualifications

• 3+ years of experience in customer service or account management, preferably in financial services and/or the cryptocurrency space
• Strong verbal and written communication skills
• Ability to build relationships and engage clients in a way that fosters trust and long-term loyalty
• Proactive and self-motivated, with a desire to contribute to the success of the sales team
• Experience with CRM tools or the ability to quickly learn new systems
• Strong attention to detail and organizational skills
• Comfortable working independently in a remote setting