Remote Client Concierge & CRM Specialist

Assetara Limited; Adelaide; Remote; AUD 65,000 - 90,000; Full time

Job summary

Assetara Limited in Adelaide, Australia is seeking a dedicated Client Relationship & Support Specialist to serve as the primary contact for clients using the Assetara platform.

This remote role focuses on client communication, CRM administration, and concierge-level support, while strictly adhering to compliance and security guidelines. You will manage client calls, assist with platform navigation, and escalate issues per policy.

Qualifications

• Professional remote-work discipline and time management.
• Strict adherence to security, compliance guidelines and training.
• Confidentiality and data protection with documented instructions.
• No personalized investment advice or handling client funds.

Responsibilities

• Provide professional communication within the official Assetara workspace and approved tools.
• Deliver scheduled client calls, review portfolio context, and assist clients with platform navigation.
• Prioritize unread client threads, monitor SLA compliance, and conduct proactive outreach to clients.
• Maintain accurate, timely client notes in the CRM and avoid copying unnecessary personal data.
• Identify red flags, complaints, security incidents, or matters outside authorized boundaries and escalate per policy.

Skills

Client communication

CRM administration

SLA management

Concierge support

Escalation & compliance

Tools

CRM software

Job description

Assetara Limited in Adelaide, Australia is seeking a dedicated Client Relationship & Support Specialist to serve as the primary contact for clients using the Assetara platform.

This remote role focuses on client communication, CRM administration, and concierge-level support, while strictly adhering to compliance and security guidelines. You will manage client calls, assist with platform navigation, and escalate issues per policy.