Remote Client Concierge & Support Specialist

Assetara Limited; Montreal (administrative region); On-site; 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

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.