Remote Client Concierge & CRM Support Specialist

Assetara Limited; Adelaide; On-site; AUD 60,000 - 80,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to work remotely from Adelaide Dist 4, Australia. You will be the main point of contact for clients, offering concierge-level account support and CRM administration within the Assetara platform.

This role emphasizes compliant client communication, SLA management, and proactive outreach while avoiding regulated financial advice. Strict data protection and anti-fraud protocols are required.

Qualifications

• Adherence to operational, security, and compliance guidelines.
• Excellent remote work discipline and time management.
• Confidentiality and data protection are mandatory.

Responsibilities

• Provide professional, warm, concise communication within Assetara workspace.
• Deliver concierge-level client support and platform navigation assistance.
• Manage client threads, SLA compliance, and proactive outreach.
• Maintain accurate client notes in CRM without exposing personal data.
• Escalate red flags or compliance issues per company rules.

Skills

Client communication

CRM administration

SLA management

Escalation handling

Tools

Assetara workspace

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to work remotely from Adelaide Dist 4, Australia. You will be the main point of contact for clients, offering concierge-level account support and CRM administration within the Assetara platform.

This role emphasizes compliant client communication, SLA management, and proactive outreach while avoiding regulated financial advice. Strict data protection and anti-fraud protocols are required.