Remote Client Concierge & Support Specialist

Assetara Limited; Toronto; Remote; CAD 55,000 - 78,000; Full time

Job summary

Assetara Limited in Toronto Dist 4, Canada is seeking a dedicated Client Relationship & Support Specialist to serve as the primary contact for clients, delivering professional, concierge-level account assistance while working remotely on the Assetara platform. This role emphasizes client communication, CRM administration, and compliance-driven support, with strict guidelines to avoid regulatory activities.

You will help clients navigate the platform, manage inquiries, and escalate issues as

Qualifications

• Must maintain confidentiality and comply with data protection rules.
• Remote work discipline and time management.
• Do not provide investment advice or handle client funds.

Responsibilities

• Provide professional communication within the official Assetara workspace and approved tools.
• Deliver concierge support, client calls, and platform navigation assistance.
• Prioritize unread client threads and ensure SLA compliance.
• Maintain accurate client notes in the system with privacy in mind.
• Identify red flags and escalate issues per compliance rules.

Skills

Client Communication

CRM Administration

SLA Management

Escalation & Compliance

Tools

CRM Software

Assetara Platform

Job description

Assetara Limited in Toronto Dist 4, Canada is seeking a dedicated Client Relationship & Support Specialist to serve as the primary contact for clients, delivering professional, concierge-level account assistance while working remotely on the Assetara platform. This role emphasizes client communication, CRM administration, and compliance-driven support, with strict guidelines to avoid regulatory activities.

You will help clients navigate the platform, manage inquiries, and escalate issues as