We are seeking a Client Experience Coordinator that will assist in all areas relating to Client Experience operations. This individual will be focused on executing and improving cross-functional projects in different capacities.

What You Will Do:

● This individual will work closely with the CX and Operations leadership to support the day-to-day Client Experience operations as it grows and evolves.

● This position will be responsible for coordinating, supporting, and executing Client Experience operational activities across a variety of channels.

● Ensure Email/SMS Marketing campaigns are being completed daily

● Leading Onboarding “white glove” service initiatives

● Learn all facets of IRA on-boarding, from processing to educating clients on their options

● Communicate all issues to management prior to reaching critical status.

● Assist executive team members and management with ad hoc projects and requests as needed.

● Participate in daily calls with clients to engage them on where they are in their funding process.

● Defining a problem clearly and raising concerns appropriately when necessary.

● Ensuring the CX strategies are aligned to the larger marketing and business goals and outcomes.

What We Want:

● Bachelor’s Degree in accounting, finance, business administration or related field

● 2-5 years of operations experience

● Attention to detail and critical thinker with exceptional problem-solving skills

● High standards for integrity, honesty, professionalism, and work ethics

Requirements:

● Pro-active problem-solving skills.

● Adaptable with the flexibility to thrive in various work environments.

● Capability to manage challenging situations and conversations driving towards a resolution suitable for all.

● Ability to identify actions necessary to complete tasks and obtain results.

● Ability to listen to and work with diverse customers with a wide range of challenges to achieve outcomes where everybody wins.

● Excellent social skills both written and verbal.

● Multi-tasking (able to talk and research at the same time).

● Being responsible and punctual.

● Eager to learn new operations.

● Being able to follow up with existing clients.

● The ability to deescalate specific scenarios.

● You must be authorized to work in the U.S.

Preferred Skills:

● Knowledge in Adobe Pro, Word, Excel.

● Having knowledge of IRA's.

● Crypto Knowledge.

● Experience in Finance.

● Sales Experience.

About Us:

We are an award-winning company and one of the largest crypto IRA platforms in the world, with over $4.5B in transactions. We strive to provide the best technology and experience possible for our clients who invest in cryptocurrencies using their tax-advantaged retirement accounts.

ITrust Capital is an equal opportunity employer and does not discriminate against any applicant on the basis of race, color, religion, national origin, gender, marital status, age, disability, sexual orientation, military/veteran status, or any other status protected by federal or state law or local ordinance.

We are committed to promoting pay equity. Rate of pay is determined based on each individual's experience and qualifications.