Remote Client Concierge & CRM Specialist

Assetara Limited; Ras Al Khaimah; On-site; AED 60,000 - 100,000; Full time

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist in Ras Al Khaimah, UAE, to manage client communications and platform navigation remotely. The role focuses on concierge-level account support, CRM administration, and compliant client interactions within the Assetara workspace.

You will handle scheduled calls, review portfolio context, maintain accurate notes, and escalate issues per compliance rules, avoiding personalized investment advice or unapproved channels.

Qualifications

• Adhere to operational, security and compliance guidelines (including completion of initial training and identity checks).
• Maintain professional remote work discipline, time management and availability window compliance.

Responsibilities

• Client Communication: provide professional, warm, accurate and concise communication within Assetara workspace.
• Concierge Support: conduct scheduled client calls, review portfolio context and assist platform navigation within compliance limits.
• Queue & SLA Management: prioritise unread threads, ensure SLA adherence and proactive outreach to clients.
• CRM Administration: keep client notes accurate, timely and free from unnecessary personal data.
• Escalation & Compliance: identify red flags or incidents and escalate according to company rules.

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist in Ras Al Khaimah, UAE, to manage client communications and platform navigation remotely. The role focuses on concierge-level account support, CRM administration, and compliant client interactions within the Assetara workspace.

You will handle scheduled calls, review portfolio context, maintain accurate notes, and escalate issues per compliance rules, avoiding personalized investment advice or unapproved channels.