Remote Client Concierge & Support Specialist

Assetara Limited; Ottawa; Remote; CAD 55,000 - 75,000; Full time

Job summary

Assetara Limited seeks a dedicated Client Relationship & Support Specialist to join our team remotely in Ottawa District 2, Canada. The role focuses on client communication, CRM administration, and support services, not on regulated brokerage activities.

As the primary contact for clients, you will ensure professional, concierge-level account assistance while adhering to compliance and data protection standards, including strict prohibitions on providing personalized investment advice or

Qualifications

• Strict adherence to operational, security, and compliance guidelines.
• Professional remote work discipline, time management and availability window compliance.
• Commitment to confidentiality and data protection regulations.
• Do not provide personalized investment advice or handle client funds or keys.

Responsibilities

• Client Communication: Provide professional, warm, accurate, and concise communication within the Assetara workspace and approved tools.
• Concierge Support: Deliver scheduled client calls, review portfolio context in advance, and assist clients with platform navigation within compliance limits.
• Queue & SLA Management: Prioritize unread client threads, maintain SLA disciplines, and conduct proactive outreach to clients.
• CRM Administration: Maintain accurate client notes within the system while avoiding unnecessary personal data.
• Escalation & Compliance: Identify red flags or incidents and escalate according to company rules.

Job description

Assetara Limited seeks a dedicated Client Relationship & Support Specialist to join our team remotely in Ottawa District 2, Canada. The role focuses on client communication, CRM administration, and support services, not on regulated brokerage activities.

As the primary contact for clients, you will ensure professional, concierge-level account assistance while adhering to compliance and data protection standards, including strict prohibitions on providing personalized investment advice or