What are the responsibilities and job description for the Investor Relations Assistant position at BlockTrustIRA?
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
- 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
Client Support & Communication
- 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.
Account Management Support
- 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
Relationship Building
- Foster trust and rapport with clients by delivering responsive, proactive communication
- Identify opportunities to improve the client experience and streamline processes