Remote Client Concierge & Support Specialist

Assetara Limited; City of Brisbane; On-site; AUD 65,000 - 90,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to operate remotely in Brisbane Dist 8, Australia. You will be the key contact for clients, delivering concierge-level account support within licensed channels and Assetara workspace.

The role emphasizes client communication, CRM administration, and compliant service delivery, with no investment advice or fund handling involved. Access to platform-based client interactions and strict security protocols are required.

Qualifications

• Operational, security, and compliance guidelines adherence.
• Professional remote-work discipline and time-management.
• Confidentiality and data protection practices.

Responsibilities

• Client Communication: provide professional, warm, accurate communication within Assetara workspace.
• Concierge Support: conduct scheduled client calls and assist with platform navigation.
• Queue & SLA Management: prioritize unread threads, maintain SLA discipline, proactive outreach.
• CRM Administration: keep client notes accurate and compliant, avoid unnecessary data.
• Escalation & Compliance: identify red flags and escalate according to rules.

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to operate remotely in Brisbane Dist 8, Australia. You will be the key contact for clients, delivering concierge-level account support within licensed channels and Assetara workspace.

The role emphasizes client communication, CRM administration, and compliant service delivery, with no investment advice or fund handling involved. Access to platform-based client interactions and strict security protocols are required.