Remote Client Concierge & CRM Specialist

Assetara Limited; Adelaide; Remote; AUD 55,000 - 75,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will be the primary client contact, delivering professional, concierge-style account support and CRM administration while following strict compliance rules.

In this role, you will conduct scheduled client calls, review portfolio context, and navigate the platform to assist clients.

Qualifications

• Experience in managing client communications within a professional platform.
• Ability to maintain accurate client notes with privacy in mind.
• Ability to identify and escalate issues per compliance rules.

Responsibilities

• Provide professional client communication within Assetara workspace.
• Deliver concierge-style support and client calls.
• Manage queues, SLAs, and proactive outreach to clients.
• Maintain client notes accurately in the CRM.
• Identify red flags and escalate compliance issues promptly.

Skills

Client communication

CRM administration

Escalation

Compliance

Tools

CRM tools

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will be the primary client contact, delivering professional, concierge-style account support and CRM administration while following strict compliance rules.

In this role, you will conduct scheduled client calls, review portfolio context, and navigate the platform to assist clients.