Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Relationship Manager

iTrustCapital

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. #J-18808-Ljbffr iTrustCapital

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Relationship Manager in Irvine, CA vacancy
  •  ...Relationship Manager The Relationship Manager role requires strong portfolio management and business development skills and a desire to provide comprehensive banking solutions to commercial real estate investor clients including acquisition, bridge, refinancing and... 
    Suggested
    Work experience placement
    Bank staff
    Work at office
    Local area

    California Bank of Commerce, N.A.

    Irvine, CA
    1 day ago
  • $150k - $225k

     ...Job Title: Relationship Manager Departmen t: Reports to : Head of Commercial Lending or Head of Real Estate Status : ☐ Exempt ☐ Non-Exempt About the Role Responsible for soliciting, negotiating, underwriting, and coordinating the closing... 
    Suggested
    Bank staff
    Work at office
    Remote work

    Sun West Bank

    Irvine, CA
    4 days ago
  • M&T Bank Corporation in Costa Mesa, California is seeking a Relationship Manager within Global Capital Markets to manage client relationships and the daily administration of assigned accounts with moderate complexity and risk. You will work closely with legal, risk and... 
    Suggested

    M&T Bank Corporation

    Costa Mesa, CA
    6 days ago
  • $122.54k - $208.72k

     ...SENIOR RELATIONSHIP MANAGER COMMERCIAL BANKING WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial clients in our Healthcare business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive... 
    Suggested
    Remote work

    City National Bank

    Irvine, CA
    2 days ago
  •  ...place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.As a CRE Relationship Manager II you will provide a wide selection of services (primarily larger, more complex commercial real estate credits) to business... 
    Suggested
    Full time
    Local area

    Banner Bank

    Irvine, CA
    a month ago
  • $120k - $150k

     ...10880 – Client Services Consultant/Account Manager  Location: Irvine CA, 5-days on-site   Company Overview:    Hyundai Autoever...  ...our Enterprise Client Business Unit (CBU). This role owns the relationship, ensuring smooth execution of net‑new initiatives, proactive... 
    Full time
    Local area

    Hyundai Autoever America

    Irvine, CA
    1 day ago
  • $71k - $130k

     ...to reach further. Overview We are currently seeking for a high professional to join our team as a Premier Relationship Manger. As a Premier Relationship Manager, you will be a trusted adviser to our new and existing Premier clients. Woking collaboratively with our internal... 

    East West Bank

    Irvine, CA
    4 days ago
  • $83.81k - $179.3k

     ...custodial services to corporations, not-for-profits, partnerships, and other business entities and individuals. The Corporate Trust Relationship Manager III role supports our Corporate Trust team by acting as the main point of contact for our clients and ensuring we deliver... 
    Work experience placement
    Local area
    Flexible hours

    3M HEALTHCARE

    Costa Mesa, CA
    5 days ago
  •  ...Commercial Relationship Manager ID 3128 Type Full-Time Summary The Commercial Relationship Manager is responsible for cultivating relationships with potential members that translate into new business while maintaining and growing existing... 
    Full time

    CommunityAmerica Federal Credit Union

    Irvine, CA
    1 day ago
  • $82.1k - $172.5k

     ...coordinate with One Bank partners to create and implement a relationship strategy for assigned clients and prospects. This position requires...  ...to offer beneficial banking solutions (e.g. loans, treasury management, capital markets) based on clients and prospects needs. The... 
    Full time
    Work experience placement
    Work at office
    Local area

    Fifth Third Bank, N.A.

    Costa Mesa, CA
    1 day ago
  • $23 - $26 per hour

     ...motivated individuals with a background in sales or customer service, coupled with excellent communication and project management skills. As a Client Relationship Manager, your primary responsibility will be to communicate updates and expectations to clients. Collaborating... 
    Hourly pay
    Work at office
    Local area
    Relocation
    Monday to Friday
    Shift work

    Zero Impact Energy

    Irvine, CA
    4 days ago
  • $16.93 - $21.63 per hour

     ...selling retail products and scheduling future appointments. · Manage the finances by maintaining accurate balances and utilizing...  ...QUALIFICATIONS / COMPETENCIES Leadership - Customer Focus - Peer Relationships - Integrity & Trust ~ Action Oriented - Listening... 
    Hourly pay
    Minimum wage
    Full time
    Temporary work
    Part time
    Local area
    Flexible hours
    Shift work
    Afternoon shift

    Banfield

    Tustin, CA
    4 days ago
  • $18 - $23 per hour

     ...product returns, etc. Performs detailed research on questionable orders; communicates any discrepancies to internal customers and management. Establishes, maintains, and updates files, databases, records, and/or other documents. Coordinates and schedules flights... 

    Prismatik

    Irvine, CA
    3 days ago
  • $16.93 - $21.63 per hour

     ...selling retail products and scheduling future appointments. Manage the finances by maintaining accurate balances and utilizing...  ...Qualifications / Competencies Leadership Customer Focus Peer Relationships Integrity & Trust Action Oriented Listening Functional... 
    Hourly pay
    Minimum wage
    Full time
    Local area
    Shift work
    Afternoon shift

    Banfield

    Tustin, CA
    1 day ago
  •  ...Job Description Job Description Wholesale Junior Relationship Manager American Heritage Lending, LLC Established in 2008, the company was founded to be a company set apart from an already impacted market. Licensed in multiple states across the US, the premise... 
    Work at office
    Remote work

    AMERICAN HERITAGE LENDING LLC

    Irvine, CA
    17 days ago
  • $97.78k - $162.97k

     ...Public Relations Manager Joining Razer will place you on a global mission to revolutionize the way the world games. Razer is a place...  ..., engage new consumers, and inspire loyalty. Develop solid relationships with core tech media and influencers. Represent the company... 
    Local area

    Razer

    Irvine, CA
    3 days ago
  • $109.06k - $171.77k

     ...Salaried Work Arrangement: Remote Position Summary: As the Manager of Customer Success, you will play a strategic role in helping...  ...maintains strong customer partnerships, increases strategic relationships with the key customers through proactive & regular innovation... 
    Work at office
    Remote work

    VENTURA FOODS LLC

    Irvine, CA
    4 days ago
  •  ...fun, upbeat, and inviting. An excellent GES is a master of emotional intelligence, which means having the ability to regulate and manage your own emotions and understand the emotions of those around you. To excel in this role, you must be able to read and sense each guest... 
    Full time
    Immediate start
    Flexible hours
    Shift work
    Night shift
    Weekend work

    The Escape Game

    Irvine, CA
    2 days ago
  • $100.17k - $180.78k

     ...located anywhere within the Mountain Time or Pacific Time Zones. The Client Success Manager at T-Mobile is a pivotal role focused on enhancing customer relationships and retention within the Government, Strategic, and Enterprise business segments. This position... 
    Full time
    Contract work
    Temporary work
    Part time
    Work experience placement
    Local area
    Flexible hours

    T-Mobile

    Irvine, CA
    2 days ago
  • $19.4 per hour

    Job Description POSITION SUMMARY Our jobs aren't just about giving guests a smooth check-in and check-out. Instead, we want to build and experience that is memorable and unique. Our Guest Experience Specialists take the initiative to deliver a wide range of services...
    Hourly pay
    Part time
    Work experience placement
    Local area
    Night shift
    Weekend work
    Afternoon shift

    Marriott International Inc

    Costa Mesa, CA
    4 days ago
  • $116k - $174k

     ...Bay Area, CA, Denver, COCustomer Success – Customer Success Management /Full Time /HybridRestaurant365 is a SaaS company disrupting...  ...performance reviews and career development planning. Customer Relationship Management:Build and maintain strong relationships with key customer... 
    Full time
    Flexible hours

    Restaurant365

    Irvine, CA
    5 days ago
  • $75k - $90k

     ...Senior Project Manager / Customer Success Manager At MFour, we're transforming how businesses understand consumers in an increasingly...  ..., new SaaS/DaaS features and services. Build new client relationships and strengthen existing ones by presenting data-driven... 

    MFour Mobile Research

    Irvine, CA
    4 days ago
  • $110k

     ...Client Partner for ALTEN you will be responsible for sales and manage engineering projects to our customers in a professional and...  ...customers within engineering sectors Manage existing account relationships supporting active Client projects Optimizing business profitability... 
    Contract work
    For contractors
    Work experience placement
    Flexible hours

    ALTEN Technology USA

    Irvine, CA
    5 days ago
  • $130k - $210k

    Relationship Manager (CRE experience with ground-up Construction & Bridge Loans required) Job Description Experience: Senior Level Salary: $130,000 - $210,000 per year Job Details Lead underwriting and credit analysis for CRE transactions, including evaluation of borrower... 
    Permanent employment
    Flexible hours

    LeoForce

    Costa Mesa, CA
    2 days ago
  • $123.1k - $273k

     ...skilled expertise, and tools to stay agile.As a Customer Success Manager, Senior Manager (CSM, Senior Manager), you will serve as a...  ...customer organizations. You are a trusted advisor, forging deep relationships with your customers and account teams, maintaining an... 
    Full time
    Work experience placement
    Work at office
    Flexible hours
    Weekend work
    3 days per week

    Salesforce

    Irvine, CA
    11 hours ago
  • $81.5k - $135.9k

    Overview Manages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts of simple to moderate intricacy, complexity and risk, including all administrative, operational and risk management activities for GCM transactions. Serves... 
    Temporary work
    Work experience placement

    M&T Bank Corporation

    Costa Mesa, CA
    6 days ago
  • $150k - $170k

    10684 – Client Services Manager Location: Irvine, CA 92614 (5 days on-site) Company Overview   Hyundai AutoEver America (HAEA) is the dynamic IT powerhouse behind Hyundai Motor Corporation, a Fortune 500 global leader in the automotive industry. As a key affiliate... 
    Full time

    Hyundai Autoever America

    Irvine, CA
    more than 2 months ago
  • $200k - $300k

     ...Job Description Job Description The Role: We are looking for a stellar Client Relationship Sr. Manager/Director experienced in High-Net-Worth investment sales management with a successful and verifiable track record. This role will report to partners and will... 
    Full time
    Local area

    Beyond Holding US, LLC

    Irvine, CA
    25 days ago
  • Accounting Manager - Hybrid Schedule AvailableExciting opportunity for an Accounting Manager in Irvine, CA with a well-established, profitable regional CPA firm. This role will focus on client accounting, including full charge bookkeeping, payroll, KPI reporting, and more... 

    Gables Search Group

    Irvine, CA
    6 days ago
  • $160k - $210k

     ...revenue objectives and strengthen presence in direct sales channel. Manage and pursue complex accounts and prospective customers....  ...account strategies to ensure selling success.Develop and manage relationships with prospects and new customers. Actively create partnership... 
    Full time

    Toshiba America Business Solutions

    Irvine, CA
    a month ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Relationship Manager. Be the first to apply!