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.
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At Bitcoin IRA, we're on a mission to empower individuals to invest securely in cryptocurrencies through our innovative financial services platform. As we continue to grow, we're on the lookout for a Client Relationship Specialist who is passionate about building strong client relationships and excelling in account management. If you're detail-oriented, highly motivated, and have a knack for connecting with people, this role could be the perfect fit for you! In this position, you will play a pivotal role in facilitating client satisfaction by managing account funding and supporting our clients throughout their investment journey. You'll have the exciting opportunity to make biannual calls to clients to celebrate their birthdays and account anniversaries, fostering a personal connection that keeps them engaged with the Bitcoin IRA family. Generating referrals from happy clients is also a key part of your responsibilities, which means you'll directly contribute to our expanding client base. Additionally, your ability to encourage positive online reviews will be instrumental in enhancing our brand visibility in the industry. Collaborating closely with our talented sales team will ensure a smooth experience for clients, working hand-in-hand during consultations and funding. If you have a background in customer service or account management—especially in financial services or cryptocurrency—your skills will shine here. Bring your communication talents, proactive mindset, and organizational prowess to the table and help us take client relations to the next level.
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