Remote Client Concierge & CRM Support Specialist

Assetara Limited; Montreal (administrative region); On-site; CAD 50,000 - 80,000; Full time

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist to serve as the primary liaison for clients on the Assetara platform. This remote role focuses on client communication, CRM administration, and concierge-level support within approved tools, while upholding strict compliance.

You will conduct scheduled client calls, prepare context before interactions, help clients navigate the platform, monitor SLAs, and maintain accurate client notes.

Qualifications

• 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.

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 elevate red flags, complaints, security incidents, or matters outside authorized boundaries according to company compliance rules.

Skills

Client communication

CRM administration

Time management

Remote work discipline

Confidentiality

Compliance awareness

Tools

CRM software

Compliance tools

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist to serve as the primary liaison for clients on the Assetara platform. This remote role focuses on client communication, CRM administration, and concierge-level support within approved tools, while upholding strict compliance.

You will conduct scheduled client calls, prepare context before interactions, help clients navigate the platform, monitor SLAs, and maintain accurate client notes.