Remote Client Relationship & Support Specialist

Assetara Limited; Calgary; Remote; CAD 52,000 - 70,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to assist clients remotely via the Assetara platform in Calgary. The role focuses on client communication, CRM administration, and support services, without providing personalized investment advice.

You will act as a key contact, manage client notes, and ensure compliance with security and anti-fraud protocols while delivering concierge-level support and platform navigation help.

Qualifications

• CRM administration and client communication experience
• Familiarity with maintaining client notes accurately in a CRM
• Ability to manage queues, SLAs and proactive client outreach
• Confidentiality and data protection awareness

Responsibilities

• Provide professional, warm, concise client communication within Assetara workspace and approved tools
• Deliver concierge-level support including scheduled client calls and platform navigation assistance
• Prioritize unread client threads, manage SLA compliance and perform proactive outreach
• Maintain accurate client notes in the CRM and avoid unnecessary personal data
• Identify red flags or compliance issues and escalate following company rules

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to assist clients remotely via the Assetara platform in Calgary. The role focuses on client communication, CRM administration, and support services, without providing personalized investment advice.

You will act as a key contact, manage client notes, and ensure compliance with security and anti-fraud protocols while delivering concierge-level support and platform navigation help.