Remote Client Relations & Support Specialist

Assetara Limited; Montreal (administrative region); On-site; CAD 50,000 - 70,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join the Montreal Dist 8, Canada team remotely through the Assetara platform. You will serve as a key client contact, delivering concierge-level account assistance and ensuring compliant platform navigation.

Responsibilities include client communication, CRM administration, SLA management, and timely escalation of issues in line with company rules while maintaining strict confidentiality and data protection.

Qualifications

• Professional remote work discipline and time management.
• Confidentiality and data protection compliance.
• No personal data beyond required client notes in CRM.
• Strict anti-fraud protocols and compliance.

Responsibilities

• Provide professional communication within Assetara workspace and approved tools.
• Deliver scheduled client calls and assist platform navigation.
• Manage unread client threads and SLA compliance; proactive outreach.
• Maintain accurate client notes in CRM; avoid unnecessary personal data.
• Identify and escalate red flags or compliance issues per rules.

Skills

Client communication

Concierge support

CRM administration

Escalation & compliance

Tools

CRM software

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join the Montreal Dist 8, Canada team remotely through the Assetara platform. You will serve as a key client contact, delivering concierge-level account assistance and ensuring compliant platform navigation.

Responsibilities include client communication, CRM administration, SLA management, and timely escalation of issues in line with company rules while maintaining strict confidentiality and data protection.