Remote Client Concierge & CRM Specialist

Assetara Limited; City of Edinburgh; On-site; GBP 26,000 - 36,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join the Edinburgh-based team and work remotely through the Assetara platform. You will act as a key contact for clients, providing professional, concierge-level account support, while ensuring strict compliance with data protection and security rules.

The role emphasizes client communication, CRM administration, and support services, not regulated financial advisory activities.

Qualifications

• Must be able to communicate professionally within the Assetara workspace and approved tools.
• Experience with CRM systems and client correspondence processes.
• Demonstrates strong time management and remote-work discipline.

Responsibilities

• Provide professional, warm, accurate client communication within the official Assetara workspace.
• Deliver concierge support including scheduled client calls and platform navigation assistance.
• Manage queue, SLA compliance, and proactive outreach to clients.
• Maintain accurate client notes in the CRM, avoiding unnecessary personal data.
• Identify red flags or compliance issues and escalate according to rules.

Skills

Client communication

CRM administration

Remote work discipline

Time management

Compliance awareness

Escalation handling

Tools

Assetara platform

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join the Edinburgh-based team and work remotely through the Assetara platform. You will act as a key contact for clients, providing professional, concierge-level account support, while ensuring strict compliance with data protection and security rules.

The role emphasizes client communication, CRM administration, and support services, not regulated financial advisory activities.