Remote Client Relations & Concierge Support Specialist

Assetara Limited; City of Melbourne; On-site; AUD 60,000 - 80,000; Full time

Job summary

Assetara Limited seeks a dedicated Client Relationship & Support Specialist to service Melbourne Dist 6 clients remotely via the Assetara platform. You will act as a primary contact, perform CRM administration, and deliver concierge-level support while strictly following compliance and security standards.

The role emphasizes client communication, issue escalation, and proactive client engagement within approved channels. A strong remote-work discipline and confidentiality are required.

Qualifications

• Adhere to security, compliance, and initial training requirements.
• Maintain professional remote work discipline and time management.
• Protect client data with confidentiality and follow documented instructions.
• Avoid giving personalized investment advice or handling client funds.

Responsibilities

• Provide professional, warm client communication within Assetara workspace and approved tools.
• Deliver concierge support with scheduled client calls and platform navigation.
• Prioritize unread threads, ensure SLA compliance, and perform proactive outreach.
• Maintain accurate client notes in the CRM without unnecessary personal data.
• Identify and escalate red flags or compliance issues per company rules.

Skills

Client communication

CRM administration

SLA management

Compliance

Time management

Tools

Assetara platform

Job description

Assetara Limited seeks a dedicated Client Relationship & Support Specialist to service Melbourne Dist 6 clients remotely via the Assetara platform. You will act as a primary contact, perform CRM administration, and deliver concierge-level support while strictly following compliance and security standards.

The role emphasizes client communication, issue escalation, and proactive client engagement within approved channels. A strong remote-work discipline and confidentiality are required.