Remote Client Concierge & Support Specialist

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

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our Ottawa-based team remotely via the Assetara platform. You will be the primary client contact, delivering concierge-level account assistance and maintaining accurate CRM records within strict compliance.

You will manage client communications, conduct scheduled calls, assist with platform navigation, and monitor SLA adherence. A disciplined, confidential approach to data and remote work is essential.

Qualifications

• Strict adherence to operational, security, and compliance guidelines (including initial training and identity checks).
• Professional remote work discipline, time management, and availability window compliance.
• Absolute commitment to confidentiality and 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.

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 adhering to compliance rules.
• Queue & SLA Management: Prioritize unread client threads, handle SLA compliance, 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: Identify and escalate red flags, complaints, security incidents, or matters outside authorized boundaries according to company rules.

Skills

Client communication

CRM administration

Remote work discipline

Time management

Compliance awareness

Tools

CRM systems

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our Ottawa-based team remotely via the Assetara platform. You will be the primary client contact, delivering concierge-level account assistance and maintaining accurate CRM records within strict compliance.

You will manage client communications, conduct scheduled calls, assist with platform navigation, and monitor SLA adherence. A disciplined, confidential approach to data and remote work is essential.