Remote Client Relationship & Support Specialist

Assetara Limited; Adelaide; Remote; AUD 55,000 - 75,000; Full time

Job summary

Assetara Limited is seeking a remote Client Relationship & Support Specialist to serve as the primary contact for clients via the Assetara platform. The role emphasizes concierge support, CRM administration, and strict adherence to compliance rules, without providing financial advice or handling client funds.

The successful candidate will manage client communications, review portfolio context in advance, and ensure secure, compliant interactions while supporting clients remotely from

Qualifications

• Proven ability to communicate professionally and concisely in a secure environment.
• Experience using or administering CRM systems.
• Strong time-management and prioritization skills.
• Familiarity with operational, security and data-protection guidelines.
• Ability to work remotely with disciplined schedule and boundaries.

Responsibilities

• Client Communication: Provide professional, warm, accurate messages within Assetara workspace and approved tools.
• Concierge Support: Conduct scheduled calls, review portfolio context, assist platform navigation within compliance limits.
• Queue & SLA Management: Prioritize unread threads, maintain SLA disciplines, perform proactive client outreach.
• CRM Administration: Maintain accurate client notes in the system, avoid unnecessary data.
• Escalation & Compliance: Identify red flags and security incidents, escalate within approved boundaries.

Skills

Client communication

CRM administration

Time management

Compliance awareness

Remote collaboration

Tools

CRM software

Job description

Assetara Limited is seeking a remote Client Relationship & Support Specialist to serve as the primary contact for clients via the Assetara platform. The role emphasizes concierge support, CRM administration, and strict adherence to compliance rules, without providing financial advice or handling client funds.

The successful candidate will manage client communications, review portfolio context in advance, and ensure secure, compliant interactions while supporting clients remotely from