Remote Client Concierge & Support Specialist

Assetara Limited; Calgary; On-site; CAD 45,000 - 75,000; Full time

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist for Calgary Dist 6, Canada. This remote-friendly role focuses on client communication, CRM administration, and support services within the Assetara platform.

The role emphasizes professionalism, confidentiality, and strict adherence to compliance guidelines, ensuring secure, accurate, and timely client interactions while avoiding any investment advice or handling client funds.

Responsibilities

• Client Communication: Provide professional, warm, concise messages within the Assetara workspace and approved tools.
• Concierge Support: Conduct scheduled client calls, review portfolio context, and help users navigate the platform within compliance limits.
• Queue & SLA Management: Prioritize unread threads, manage SLA compliance, and perform authorized proactive outreach.
• CRM Administration: Keep client notes accurate and timely, avoiding unnecessary personal data.
• Escalation & Compliance: Quickly escalate red flags, complaints, or security matters per company rules.

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist for Calgary Dist 6, Canada. This remote-friendly role focuses on client communication, CRM administration, and support services within the Assetara platform.

The role emphasizes professionalism, confidentiality, and strict adherence to compliance guidelines, ensuring secure, accurate, and timely client interactions while avoiding any investment advice or handling client funds.