Remote Client Relations & CRM Concierge Specialist

Assetara Limited; Montreal; Remote; CAD 45,000 - 60,000; Full time

Job summary

Assetara Limited is seeking a remote Client Relationship & Support Specialist to join our Montreal-based team. You will be the main point of contact for clients, delivering concierge-like support and CRM updates entirely within the Assetara workspace.

In this role, you will manage client communications, review portfolio context, handle SLA-driven queues, and escalate compliance issues as needed, while strictly avoiding any regulated advisory activities.

Qualifications

• Experience communicating with clients within an official platform workspace and approved tools.
• Strong attention to privacy, security, and data protection.
• Ability to manage multiple client threads and adhere to SLAs.
• Familiarity with compliance rules and escalation procedures.
• Professional remote-work discipline and time-management.

Responsibilities

• Client Communication: Provide professional, warm, concise communication within Assetara workspace.
• Concierge Support: Schedule client calls and assist with platform navigation while following compliance limits.
• Queue & SLA Management: Prioritize unread threads, ensure SLA compliance, proactive outreach.
• CRM Administration: Maintain complete client notes in the CRM without exposing personal data.
• Escalation & Compliance: Identify red flags and escalate issues per company rules.

Skills

Client communication

CRM administration

SLA management

Compliance adherence

Escalation handling

Tools

CRM software

Job description

Client Relationship & Support Specialist — Montreal Dist 4, Canada

Job Openings Client Relationship & Support Specialist — Montreal Dist 4, Canada

About the job Client Relationship & Support Specialist — Montreal Dist 4, Canada

Role: Client Relationship & Support Specialist (Montreal Dist 4, Canada)

Department: BROKER

About the Role:

We are looking for a dedicated Client Relationship & Support Specialist to join our team remotely through the Assetara platform. In this role, you will act as a key point of contact for our clients, providing professional, warm, and concierge-level account assistance. (Note: While the internal operational title for this function is "Broker", this role focuses entirely on client communication, CRM administration, and support services—it does not involve acting as a regulated financial broker, investment adviser, or portfolio manager.)

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

Requirements & Compliance Standards:

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