- 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
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Investor Relations Assistant - Beverly Hills - BlockTrustIRA

2 days ago
Description
BlockTrust is a fast-growing, AI-powered cryptocurrency investment platform built to help clients invest with confidence. Backed by award-winning trading technology and institutional-grade security, we provide a seamless experience for investors seeking smarter, actively managed crypto solutions.
We are expanding our Investor Relations team and looking for a driven, organized, and client-focused professional to support our rapidly growing client base.
Overview
The Investor Relations Assistant will serve as the primary point of contact for existing BlockTrust clients. This role is focused on relationship management, client satisfaction, and ensuring a smooth experience from onboarding to ongoing communication. You will assist clients with account setup, answer routine account questions, and support both onboarding and off-boarding processes.
Key Responsibilities
Client Onboarding & Off-Boarding
Client Support & Communication
Account Management Support
Relationship Building
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Entertainment Relations Assistant
Only for registered members Beverly Hills, CA
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Entertainment Relations Assistant
Only for registered members Beverly Hills
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Public Relations Assistant
Only for registered members Culver City, CA, USA
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Public Relations Assistant
Only for registered members Culver City, CA, USA
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Overnight Assistant Guest Relations Manager
Only for registered members Beverly Hills, CA
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Public Relations Assistant
Only for registered members Los Angeles
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Public Relations Assistant
Only for registered members Los Angeles
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Public Relations Assistant
Only for registered members Los Angeles
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Public Relations Assistant
Only for registered members Los Angeles
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Public Relations Assistant
Only for registered members Los Angeles
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Public Relations Assistant
Only for registered members Los Angeles
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Assistant Director of Alumni Relations
Only for registered members Los Angeles, CA
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Assistant Director of Alumni Relations
Only for registered members Los Angeles, CA
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Public Relations Assistant
Full time Only for registered members Los Angeles
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Public Relations Assistant
Full time Only for registered members Los Angeles
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Public Relations Assistant
Only for registered members Los Angeles Metropolitan Area
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Assistant Director of Alumni Relations
Full time Only for registered members Los Angeles
-
Public Relations Assistant
Only for registered members Los Angeles
-
Public Relations Assistant
Only for registered members Los Angeles
-
Public Relations Assistant
Only for registered members Los Angeles, CA, USA