Remote Client Concierge & Support Specialist

Assetara Limited; Montreal; Remote; CAD 45,000 - 70,000; Full time

Job summary

Assetara Limited seeks a Client Relationship & Support Specialist to work remotely from Montreal, Canada. You will be the primary contact for clients, providing professional, concierge-level support within the Assetara workspace and approved tools.

The role focuses on client communication, CRM administration, SLA management, and escalation in line with compliance rules, with strict data confidentiality and no provision of investment advice.

Qualifications

• Must adhere to operational, security, and compliance guidelines.

Responsibilities

• Provide professional, warm, and concierge-level client communication within the Assetara workspace and approved tools.
• Deliver scheduled client calls and assist clients with platform navigation while adhering to compliance limits.
• Manage client queues and SLA compliance; conduct proactive outreach to clients.
• Maintain accurate client notes in CRM without exposing personal data.
• Identify and escalate red flags or incidents according to company compliance rules.

Job description

Client Relationship & Support Specialist — Montreal, Canada

Job Openings Client Relationship & Support Specialist — Montreal, Canada

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

Role: Client Relationship & Support Specialist (Montreal, 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.