Remote Client Concierge & CRM Specialist

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

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to work remotely, focusing on client communication and CRM administration within the Assetara platform. You will act as a primary contact for clients, deliver concierge-style support, and manage platform navigation while adhering to compliance limits.

The role emphasizes confidentiality, data protection, and strict prohibitions on providing personalized investment advice or handling client funds.

Qualifications

• Professional client communication and relationship management within official Assetara workspace
• CRM administration with accurate client notes and data handling
• Ability to manage queues, SLAs, and proactive outreach within compliance rules
• Strong awareness of confidentiality, data protection, and anti-fraud protocols

Responsibilities

• Provide professional, warm, and concise client communication within Assetara tools.
• Deliver scheduled client calls and assist with platform navigation.
• Prioritize unread client threads and ensure SLA adherence.
• Maintain accurate client notes and avoid unnecessary personal data.
• Identify red flags, complaints, or compliance issues and escalate appropriately

Skills

Client communication

CRM administration

SLA management

Compliance awareness

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to work remotely, focusing on client communication and CRM administration within the Assetara platform. You will act as a primary contact for clients, deliver concierge-style support, and manage platform navigation while adhering to compliance limits.

The role emphasizes confidentiality, data protection, and strict prohibitions on providing personalized investment advice or handling client funds.