Remote Client Concierge & Support Specialist

Assetara Limited; Montreal; Remote; 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

Client Relationship & Support Specialist — Montreal Dist 9, Canada

Job Openings Client Relationship & Support Specialist — Montreal Dist 9, Canada

About the job Client Relationship & Support Specialist — Montreal Dist 9, Canada

Role: Client Relationship & Support Specialist (Montreal Dist 9, Canada)

Department: BROKER

About the Role:

We are looking for a dedicated Client Relationship & Support Specialist to join our team remotely through the Assetara platform. In this role, you will act as a key point of contact for our clients, providing professional, warm, and concierge-level account assistance. (Note: While the internal operational title for this function is "Broker", this role focuses entirely on client communication, CRM administration, and support services—it does not involve acting as a regulated financial broker, investment adviser, or portfolio manager.)

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

Requirements & Compliance Standards:

• 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.