Client Concierge & Support Specialist (Remote)

Assetara Limited; Glasgow; On-site; GBP 28,000 - 42,000; Full time

Job summary

Assetara Limited in Glasgow is seeking a dedicated Client Relationship & Support Specialist to join remotely. You will be the primary contact for clients, ensuring professional, concierge-level account assistance within the Assetara workspace.

Role focuses on client communication, CRM administration, and support services, with strict adherence to compliance rules and non-fee-based guidance. The role is fully remote via Assetara platform, with emphasis on confidentiality and data protection.

Responsibilities

• Provide professional, warm, accurate, and concise communication exclusively within the official Assetara workspace and approved tools.
• Deliver scheduled client calls, review portfolio context in advance, and assist clients with platform navigation while adhering to compliance limits.
• Prioritize unread client threads, manage SLA compliance, and conduct authorized proactive outreach to clients.
• Maintain accurate, timely, and complete client notes within the system without copying unnecessary personal data.
• Identify and escalate red flags, complaints, security incidents, or matters outside authorized boundaries according to company compliance rules.

Job description

Assetara Limited in Glasgow is seeking a dedicated Client Relationship & Support Specialist to join remotely. You will be the primary contact for clients, ensuring professional, concierge-level account assistance within the Assetara workspace.

Role focuses on client communication, CRM administration, and support services, with strict adherence to compliance rules and non-fee-based guidance. The role is fully remote via Assetara platform, with emphasis on confidentiality and data protection.