Remote Client Relationship & Concierge Support Specialist

Assetara Limited; City of Brisbane; On-site; AUD 70,000 - 90,000; Full time

Job summary

Assetara Limited seeks a Client Relationship & Support Specialist to serve clients remotely via the Assetara platform. You will be the main contact, handling account support, navigation assistance, and compliant communications within approved tools.

The role emphasizes client confidentiality, strict adherence to security rules, and proactive SLA management, with no investment advisory responsibility. Based in Brisbane District 6, Australia, the position is remote across Australia.

Qualifications

• Adhere to operational, security and compliance guidelines.
• Demonstrate professional remote work discipline and time management.
• Maintain client confidentiality and follow data protection rules.
• Do not provide personalized investment advice or use unapproved channels.

Responsibilities

• Provide professional, warm, accurate communication within Assetara workspace.
• Deliver scheduled client calls and assist with platform navigation while respecting compliance limits.
• Prioritize unread client threads, manage SLA compliance, and perform proactive outreach.
• Maintain accurate client notes in the CRM without exposing personal data.
• Identify red flags or compliance issues and escalate accordingly.

Skills

Client communication

Concierge support

Queue & SLA management

CRM administration

Escalation & compliance

Job description

Assetara Limited seeks a Client Relationship & Support Specialist to serve clients remotely via the Assetara platform. You will be the main contact, handling account support, navigation assistance, and compliant communications within approved tools.

The role emphasizes client confidentiality, strict adherence to security rules, and proactive SLA management, with no investment advisory responsibility. Based in Brisbane District 6, Australia, the position is remote across Australia.