Remote Client Relationship & Support Specialist

Assetara Limited; Toronto; On-site; CAD 55,000 - 70,000; Full time

Job summary

Assetara Limited in Toronto Dist 3, Canada is seeking a dedicated Client Relationship & Support Specialist to serve as a key contact for clients within the Assetara workspace. You will deliver concierge-level support, manage CRM notes, and help clients navigate the platform while strictly following compliance and data protection rules.

This role focuses on client communication and process excellence, not on providing personalized investment advice. Remote work through Assetara platform.

Qualifications

• Strict adherence to operational, security and compliance guidelines.
• Professional remote work discipline, time management and availability window compliance.
• Absolute commitment to confidentiality and data protection regulations.

Responsibilities

• Provide professional, warm, and concise client communication within the Assetara workspace.
• Deliver concierge-style client calls and assist with platform navigation.
• Manage unread client threads, SLA compliance, and proactive client outreach.
• Maintain accurate client notes in CRM without exposing personal data.
• Identify red flags or compliance issues and escalate as required.

Job description

Assetara Limited in Toronto Dist 3, Canada is seeking a dedicated Client Relationship & Support Specialist to serve as a key contact for clients within the Assetara workspace. You will deliver concierge-level support, manage CRM notes, and help clients navigate the platform while strictly following compliance and data protection rules.

This role focuses on client communication and process excellence, not on providing personalized investment advice. Remote work through Assetara platform.