Remote Client Concierge & CRM Specialist

Assetara Limited; 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

Client Relationship & Support Specialist — Brisbane Dist 9, Australia

Job Openings Client Relationship & Support Specialist — Brisbane Dist 9, Australia

About the job Client Relationship & Support Specialist — Brisbane Dist 9, Australia

Role: Client Relationship & Support Specialist (Brisbane Dist 9, Australia)

Department: BROKER

About the Role:

We are looking for a dedicated Client Relationship & Support Specialist to join our team remotely through the Assetara platform. In this role, you will act as a key point of contact for our clients, providing professional, warm, and concierge-level account assistance. (Note: While the internal operational title for this function is "Broker", this role focuses entirely on client communication, CRM administration, and support services—it does not involve acting as a regulated financial broker, investment adviser, or portfolio manager.)

Key Responsibilities:

• Client Communication: Provide professional, warm, accurate, and concise communication exclusively within the official Assetara workspace and approved tools.
• Concierge Support: Deliver scheduled client calls, review portfolio context in advance, and assist clients with platform navigation while strictly adhering to compliance limits.
• Queue & SLA Management: Prioritize unread client threads, handle SLA compliance disciplines, and conduct authorized proactive outreach to clients.
• CRM Administration: Maintain accurate, timely, and complete client notes within the system without copying unnecessary personal data.
• Escalation & Compliance: Immediately identify and escalate red flags, complaints, security incidents, or matters outside authorized boundaries according to company compliance rules.

Requirements & Compliance Standards:

• Strict adherence to operational, security, and compliance guidelines (including mandatory completion of initial training and identity checks).
• Professional remote work discipline, time management, and availability window compliance.
• Absolute commitment to confidentiality, data protection regulations (handling Client Data strictly on documented instructions), and anti-fraud protocols.
• Strict Prohibitions: Must never provide personalized investment advice, promise guaranteed returns, handle client funds/private keys, or use unapproved external communication channels.