Remote Client Concierge & CRM Specialist

Assetara Limited; Birmingham; On-site; GBP 27,000 - 38,000; Full time

Job summary

Assetara Limited in the UK is seeking a dedicated Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will serve as the primary contact for clients, delivering concierge-level account assistance and precise CRM updates within official tools, while upholding strict compliance guidelines.

Responsibilities include client communication, proactive outreach, SLA-driven queue management, and escalation of issues in line with security and data-protection

Qualifications

• Client communication, professional and concise in Assetara workspace
• CRM administration with accurate notes and data handling
• Strict adherence to operational, security, and compliance guidelines

Responsibilities

• Provide professional client communication exclusively within the Assetara workspace and approved tools.
• Deliver concierge support with scheduled calls, review portfolio context, and assist platform navigation within compliance limits.
• Manage unread client threads, SLA compliance, and proactive outreach to clients.
• Maintain accurate client notes in the CRM without unnecessary personal data.
• Identify and escalate red flags, complaints, or security incidents per company rules.

Skills

Client communication

CRM administration

Compliance adherence

Remote work discipline

Job description

Assetara Limited in the UK is seeking a dedicated Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will serve as the primary contact for clients, delivering concierge-level account assistance and precise CRM updates within official tools, while upholding strict compliance guidelines.

Responsibilities include client communication, proactive outreach, SLA-driven queue management, and escalation of issues in line with security and data-protection