Remote Client Relations and Concierge Support Specialist

Assetara Limited; Calgary; Remote; CAD 60,000 - 85,000; Full time

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist to serve as a primary contact for clients in Calgary Dist 7, Canada. The role focuses on client communication, CRM administration, and support services within the Assetara workspace.

This is a remote position with a strong emphasis on compliance, security, and data protection. You will collaborate with the BROKER department to ensure timely, accurate support while adhering to approved tools and processes.

Qualifications

• Strict adherence to operational, security, and compliance guidelines.

Responsibilities

• Client Communication: Provide professional, warm, accurate, and concise communication within Assetara workspace.
• Concierge Support: Deliver scheduled client calls, review portfolio context, and assist with platform navigation within compliance limits.
• Queue & SLA Management: Prioritize unread client threads, maintain SLA disciplines, and perform proactive outreach.
• CRM Administration: Maintain accurate client notes with the system without copying personal data.
• Escalation & Compliance: Identify and escalate red flags, complaints, or security incidents per rules.

Skills

Client communication

CRM administration

Escalation & compliance

Remote work discipline

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist to serve as a primary contact for clients in Calgary Dist 7, Canada. The role focuses on client communication, CRM administration, and support services within the Assetara workspace.

This is a remote position with a strong emphasis on compliance, security, and data protection. You will collaborate with the BROKER department to ensure timely, accurate support while adhering to approved tools and processes.