Remote Client Concierge & Support Specialist

Assetara Limited; Toronto; Remote; CAD 42,000 - 54,000; Full time

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist to work remotely from Toronto Dist 7, Canada. You will be the primary contact for clients, ensuring accurate, friendly communication within the Assetara workspace and approved tools.

You will conduct scheduled client calls, assist with platform navigation, manage client records in the CRM, and escalate issues per compliance rules while protecting data and confidentiality.

Qualifications

• Experience in remote client support and relationship management.
• Ability to maintain confidentiality and data security.
• Familiarity with platform navigation and client onboarding.

Responsibilities

• Provide professional client communication within the Assetara workspace and approved tools.
• Deliver concierge-level client support, including scheduled calls and platform navigation assistance.
• Prioritize unread client threads and ensure SLA compliance.
• Maintain accurate client notes in the CRM and avoid unnecessary personal data.
• Identify and escalate red flags or compliance issues according to company rules.

Skills

Client Communication

CRM Administration

SLA Management

Compliance

Tools

CRM software

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist to work remotely from Toronto Dist 7, Canada. You will be the primary contact for clients, ensuring accurate, friendly communication within the Assetara workspace and approved tools.

You will conduct scheduled client calls, assist with platform navigation, manage client records in the CRM, and escalate issues per compliance rules while protecting data and confidentiality.