Remote Client Concierge & Relationship Specialist

Assetara Limited; Brisbane; Remote; AUD 60.000 - 80.000; Vollzeit

Zusammenfassung

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

Responsibilities include client communication, platform navigation support, CRM note keeping, SLA management, and escalation of compliance-related issues. You will work to ensure secure handling of client data and adherence to internal rules.

Qualifikationen

• Experience delivering professional client communication within digital workspaces.
• Proven ability to maintain accurate client notes in a CRM.
• Familiarity with SLA processes and compliance requirements.

Aufgaben

• Provide professional communication within Assetara workspace and approved tools.
• Deliver concierge-level client calls and assist with platform navigation.
• Manage queues, SLAs, and proactive client outreach.
• Maintain CRM notes and escalations per compliance rules.

Kenntnisse

Client communication

CRM administration

SLA management

Compliance awareness

Tools

CRM software

Jobbeschreibung

Client Relationship & Support Specialist — Brisbane, Australia

Job Openings Client Relationship & Support Specialist — Brisbane, Australia

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

Role: Client Relationship & Support Specialist (Brisbane, 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.