Remote Client Concierge & Support Specialist

Assetara Limited; Sharjah; On-site; AED 89,000 - 134,000; Full time

Job summary

Assetara Limited seeks a dedicated Client Relationship & Support Specialist to work remotely via the Assetara platform. You will be the primary contact for clients, providing concierge-grade account assistance and accurate, timely communications within approved tools.

Responsibilities include client communications, scheduled calls, platform navigation support, CRM administration, SLA management, and strict adherence to confidentiality, data protection, and anti-fraud rules.

Qualifications

• Professional client communication within the Assetara workspace and approved tools.
• CRM administration with accurate client notes and data handling.
• Strict adherence to time management and availability window compliance.
• Confidentiality and data protection compliance including anti-fraud protocols.
• Prohibitions: no personalized investment advice, no client funds handling, no unapproved channels.

Responsibilities

• Provide professional, warm, concise client communication within the Assetara workspace.
• Deliver scheduled client calls and assist with platform navigation while following compliance limits.
• Prioritize unread client threads, manage SLA disciplines, and perform proactive client outreach.
• Maintain accurate, timely client notes in the CRM without unnecessary personal data.
• Identify and escalate red flags or incidents per company compliance rules.

Skills

Client communication

CRM administration

Time management

Data protection

Remote work discipline

Job description

Assetara Limited seeks a dedicated Client Relationship & Support Specialist to work remotely via the Assetara platform. You will be the primary contact for clients, providing concierge-grade account assistance and accurate, timely communications within approved tools.

Responsibilities include client communications, scheduled calls, platform navigation support, CRM administration, SLA management, and strict adherence to confidentiality, data protection, and anti-fraud rules.