Remote Client Concierge & CRM Specialist

Assetara Limited; City of Edinburgh; On-site; GBP 30,000 - 42,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our Edinburgh-based team remotely through the Assetara platform. You will be the primary contact for clients, delivering professional, concierge-level account support and CRM administration within approved tools.

Note: The role focuses on client communication and support, not on regulated advisory services. You will manage client inquiries, escalation when needed, and uphold strict confidentiality and

Qualifications

• Must adhere to compliance guidelines and complete initial training.
• Remote work discipline and time-management required.
• Strict confidentiality and data protection obligations.
• Prohibitions: no personal data mishandling or unapproved channels.

Responsibilities

• Provide professional, warm, concise communication within the Assetara workspace and approved tools.
• Deliver scheduled client calls and assist clients with platform navigation.
• Prioritize unread client threads, manage SLA compliance, and conduct proactive outreach.
• Maintain accurate, timely client notes within the CRM system.
• Identify and escalate red flags, complaints, or compliance issues as per rules.

Skills

Client communication

CRM administration

SLA management

Compliance awareness

Data protection

Tools

CRM system

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our Edinburgh-based team remotely through the Assetara platform. You will be the primary contact for clients, delivering professional, concierge-level account support and CRM administration within approved tools.

Note: The role focuses on client communication and support, not on regulated advisory services. You will manage client inquiries, escalation when needed, and uphold strict confidentiality and