Remote Client Concierge & CRM Support Specialist

Assetara Limited; Ottawa; On-site; CAD 45,000 - 65,000; Full time

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist to work remotely from Ottawa Dist 8, Canada. You will act as the primary contact for clients, provide concierge-level account support, and handle CRM tasks within approved Assetara tools.

Role emphasizes client communication, platform navigation assistance, and strict adherence to compliance rules, while avoiding any regulated broker activities.

Qualifications

• Experience in client relationship or support role.
• Strong communication, written and verbal.
• Ability to work remotely with confidentiality and discretion.
• Familiarity with CRM systems and support tooling.

Responsibilities

• Provide professional, concise communication within Assetara workspace.
• Deliver concierge support and assist clients with platform navigation.
• Prioritize unread threads, manage SLA compliance, proactive outreach.
• Maintain accurate client notes in the CRM system.
• Identify and escalate red flags or compliance issues promptly.

Skills

Client communication

CRM administration

Time management

Compliance awareness

Problem-solving

Tools

CRM software

Support tools

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist to work remotely from Ottawa Dist 8, Canada. You will act as the primary contact for clients, provide concierge-level account support, and handle CRM tasks within approved Assetara tools.

Role emphasizes client communication, platform navigation assistance, and strict adherence to compliance rules, while avoiding any regulated broker activities.