Remote Client Relations & Concierge Support Specialist

Assetara Limited; Vancouver; On-site; CAD 50,000 - 70,000; Full time

Job summary

Assetara Limited in Vancouver is seeking a Client Relationship & Support Specialist to act as the primary contact for our clients, delivering professional, concierge-level account assistance entirely within the Assetara workspace.

Responsibilities include client communication, CRM administration, and platform guidance while adhering to strict compliance, data protection, and security standards. This remote role emphasizes confidentiality and prohibits investment advice or handling client funds.

Qualifications

• Must maintain confidentiality and adhere to security/compliance guidelines.
• Must work remotely with disciplined time management and window availability.
• Must avoid providing personalized investment advice or handling client funds.

Responsibilities

• Provide professional, concise communication within Assetara workspace.
• Deliver concierge support, reviewing portfolio context and guiding platform navigation.
• Manage client threads, SLA compliance, and proactive outreach within approved channels.
• Maintain accurate client notes in the CRM without exposing sensitive data.
• Identify and escalate red flags or incidents per compliance rules.

Skills

Client communication

CRM administration

Compliance

Tools

CRM software

Job description

Assetara Limited in Vancouver is seeking a Client Relationship & Support Specialist to act as the primary contact for our clients, delivering professional, concierge-level account assistance entirely within the Assetara workspace.

Responsibilities include client communication, CRM administration, and platform guidance while adhering to strict compliance, data protection, and security standards. This remote role emphasizes confidentiality and prohibits investment advice or handling client funds.