Remote Client Relations & Support Specialist

Assetara Limited; Montreal; Remote; 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

Client Relationship & Support Specialist — Montreal Dist 8, Canada

Job Openings Client Relationship & Support Specialist — Montreal Dist 8, Canada

About the job Client Relationship & Support Specialist — Montreal Dist 8, Canada

Role: Client Relationship & Support Specialist (Montreal Dist 8, 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.