Remote Client Concierge & Support Specialist

Assetara Limited; Sydney; Remoto; AUD 65.000 - 90.000; Tempo pieno

Descrizione del lavoro

Assetara Limited in Sydney, Australia seeks a Client Relationship & Support Specialist to work remotely via the Assetara platform. You will be the key client contact, delivering concierge-level account assistance and guiding clients through platform navigation.

The role emphasizes effective client communication within approved tools, meticulous CRM record-keeping, and strict compliance to confidentiality and anti-fraud standards while supporting a professional remote work routine.

Competenze

• Proficient in maintaining CRM records with accuracy and privacy.
• Ability to communicate professionally and clearly with clients.
• Self-motivated, reliable, and capable of remote work discipline.
• Adherence to compliance and security guidelines in client interactions.

Mansioni

• Provide professional, warm, and concierge-level client support within Assetara workspace.
• Conduct scheduled client calls and assist with platform navigation while following compliance limits.
• Prioritize unread client threads, manage SLA adherence, and perform proactive outreach.
• Maintain accurate client notes in the CRM while avoiding unnecessary personal data.
• Identify red flags or compliance concerns and escalate per company rules.

Conoscenze

CRM administration

Client communication

Remote work discipline

Descrizione del lavoro

Client Relationship & Support Specialist — Sydney, Australia

Job Openings Client Relationship & Support Specialist — Sydney, Australia

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

Role: Client Relationship & Support Specialist (Sydney, 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.