Remote Client Concierge & CRM Specialist

Assetara Limited; Birmingham; On-site; GBP 28,000 - 36,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to work remotely from the UK. The role focuses on client communication, CRM administration, and support services within the Assetara platform, not on regulated financial advice.

You will act as a key contact for clients, handle scheduled calls, review portfolio context, and ensure strict adherence to compliance and data protection rules while avoiding unapproved channels.

Qualifications

• Strict adherence to operational, security and compliance guidelines.
• Professional remote work discipline and time management.
• Absolute commitment to confidentiality and data protection.
• Anti-fraud protocols must be followed at all times.

Responsibilities

• Client communication within Assetara workspace and approved tools.
• Concierge support including client calls and platform navigation.
• Queue and SLA management with proactive client outreach.
• CRM administration with accurate client notes and data handling.
• Escalation and compliance: identify red flags and raise issues per rules.

Skills

Client communication

CRM administration

Remote work discipline

Time management

Compliance awareness

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to work remotely from the UK. The role focuses on client communication, CRM administration, and support services within the Assetara platform, not on regulated financial advice.

You will act as a key contact for clients, handle scheduled calls, review portfolio context, and ensure strict adherence to compliance and data protection rules while avoiding unapproved channels.