Remote Client Concierge & Relationship Specialist

Assetara Limited; Ottawa; Remote; CAD 52,000 - 68,000; Full time

Job summary

Assetara Limited seeks a Client Relationship & Support Specialist for a remote role servicing Ottawa Dist 6, Canada. You will be the primary point of contact, providing concierge-level account assistance, CRM administration, and client communications within the official Assetara workspace.

The role emphasizes strict compliance with security, data protection, and anti-fraud protocols, with no provision of personalized investment advice. Position supports remote customers and SLA-driven workflow.

Qualifications

• Provide professional, warm, concierge-level account assistance
• Maintain client notes accurately in the CRM
• Adhere to compliance guidelines and data protection rules

Responsibilities

• Provide professional, warm, accurate, and concise communication within Assetara workspace and tools
• Deliver scheduled client calls and assist with platform navigation
• Prioritize unread client threads and monitor SLA compliance
• Maintain accurate client notes in the system
• Identify and escalate red flags or compliance issues according to rules

Skills

Client communication

CRM administration

SLA management

Compliance awareness

Tools

CRM software

Job description

Assetara Limited seeks a Client Relationship & Support Specialist for a remote role servicing Ottawa Dist 6, Canada. You will be the primary point of contact, providing concierge-level account assistance, CRM administration, and client communications within the official Assetara workspace.

The role emphasizes strict compliance with security, data protection, and anti-fraud protocols, with no provision of personalized investment advice. Position supports remote customers and SLA-driven workflow.