Remote Client Concierge & Support Specialist

Assetara Limited; Montreal (administrative region); On-site; CAD 42,000 - 64,000; Full time

Job summary

Assetara Limited is seeking a remote Client Relationship & Support Specialist for Montreal Dist 9, Canada. The role focuses on client communication, CRM administration, and concierge-level support within the Assetara platform, with emphasis on compliance and confidentiality.

It operates remotely, supporting clients in Canada from Montreal District 9. The role requires disciplined remote work, timely communication, and strict adherence to data protection and anti-fraud practices.

Qualifications

• Experience delivering professional remote client support.
• Ability to maintain accurate client notes in CRM.
• Familiarity with data protection and anti-fraud protocols.
• Understanding of compliance guidelines and identity checks.

Responsibilities

• Provide professional, warm, and concise client communication within Assetara workspace.
• Deliver scheduled client calls and assist clients with platform navigation.
• Prioritize unread client threads, ensure SLA compliance, and conduct proactive outreach.
• Maintain accurate client notes in the CRM with appropriate data handling.
• Identify and escalate red flags or compliance issues per company rules.

Skills

Client communication

CRM administration

SLA management

Compliance awareness

Remote work discipline

Tools

CRM software

Assetara platform

Job description

Assetara Limited is seeking a remote Client Relationship & Support Specialist for Montreal Dist 9, Canada. The role focuses on client communication, CRM administration, and concierge-level support within the Assetara platform, with emphasis on compliance and confidentiality.

It operates remotely, supporting clients in Canada from Montreal District 9. The role requires disciplined remote work, timely communication, and strict adherence to data protection and anti-fraud practices.