Remote Client Concierge & CRM Specialist

Assetara Limited; City of Brisbane; Remote; AUD 45,000 - 65,000; Full time

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist to join our Brisbane-based team remotely. You will be the main contact for clients, delivering professional, warm, concierge-level account assistance within the Assetara workspace.

In this role, you will manage communications, review portfolio context, support platform navigation, and maintain accurate client notes in the CRM while strictly following compliance and data protection rules.

Qualifications

• Experience delivering professional client communications in a remote environment.
• Strict adherence to security, data protection, and compliance guidelines.
• Ability to manage client data with confidentiality and privacy.

Responsibilities

• Provide professional client communication within the Assetara workspace and approved tools.
• Deliver scheduled client calls, review portfolio context, and assist with platform navigation.
• Prioritize unread client threads, manage SLA compliance, and conduct proactive outreach to clients.
• Maintain accurate, timely client notes within the CRM without copying unnecessary personal data.
• Identify and escalate issues to clients with appropriate guidance.

Skills

Client communication

Concierge support

Queue & SLA management

CRM administration

Escalation & compliance

Tools

CRM software

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist to join our Brisbane-based team remotely. You will be the main contact for clients, delivering professional, warm, concierge-level account assistance within the Assetara workspace.

In this role, you will manage communications, review portfolio context, support platform navigation, and maintain accurate client notes in the CRM while strictly following compliance and data protection rules.