Concierge Client Relations & Support (Remote)

Assetara Limited; Newcastle upon Tyne; On-site; GBP 32,000 - 52,000; Full time

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist (Newcastle Dist 9, UK) to work remotely through the Assetara platform. You will be the primary contact for clients, delivering concierge-level account support and guiding users through the platform while ensuring compliance.

In this role you will manage client communications within the official workspace, conduct scheduled calls, review portfolio context, maintain CRM notes, and escalate issues in line with corporate rules.

Qualifications

• Strong client communication skills and ability to manage client relationships.
• CRM data integrity and accurate note-taking are essential.
• Awareness of compliance requirements and data protection guidelines.

Responsibilities

• Provide professional, concise communication within the Assetara workspace.
• Conduct scheduled client calls and assist clients with platform navigation while adhering to compliance limits.
• Manage unread client threads, SLA compliance, and proactive outreach to clients.

Skills

Client communication

CRM administration

Compliance awareness

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist (Newcastle Dist 9, UK) to work remotely through the Assetara platform. You will be the primary contact for clients, delivering concierge-level account support and guiding users through the platform while ensuring compliance.

In this role you will manage client communications within the official workspace, conduct scheduled calls, review portfolio context, maintain CRM notes, and escalate issues in line with corporate rules.