Remote Client Concierge & CRM Support Specialist

Assetara Limited; Melbourne; Remote; AUD 60,000 - 90,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to work remotely in Melbourne Dist 7, Australia. You will be the primary contact for clients, providing warm, concierge-level account support, CRM maintenance, and platform navigation assistance while staying within compliance limits.

The role focuses on client communication, CRM administration, and support services, and does not involve regulated brokerage or investment advice.

Qualifications

• 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 and data protection when handling Client Data.
• Strict prohibitions: no personalized investment advice, guaranteed returns, client funds/private keys, or unapproved external channels.

Responsibilities

• Provide professional, warm, and concise client communications within the Assetara workspace.
• Deliver scheduled client calls, review portfolio context in advance, and assist clients with platform navigation while complying with rules.
• Prioritize unread client threads, manage SLA compliance, and conduct authorized proactive outreach to clients.
• Maintain accurate, timely client notes within the CRM without copying unnecessary personal data.
• Identify and elevate red flags, complaints, security incidents, or matters outside authorized boundaries per compliance rules.

Job description

Client Relationship & Support Specialist — Melbourne Dist 7, Australia

Job Openings Client Relationship & Support Specialist — Melbourne Dist 7, Australia

About the job Client Relationship & Support Specialist — Melbourne Dist 7, Australia

Role: Client Relationship & Support Specialist (Melbourne Dist 7, 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.