Remote Client Concierge & CRM Specialist

Assetara Limited; Glasgow; On-site; GBP 26,000 - 38,000; Full time

Job summary

Assetara Limited in Glasgow is seeking a Client Relationship & Support Specialist to be the main contact for our clients on the Assetara platform. You will deliver concierge-level account assistance and ensure secure, compliant communications.

This remote role emphasizes CRM administration, timely responses, and clear escalation of any compliance concerns while upholding data protection and anti-fraud rules.

Qualifications

• Experience handling client communications within secure platforms.
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• Strong time management and remote work discipline.
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• Knowledge of data protection and confidentiality.
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• Anti-fraud or compliance awareness is essential.

Responsibilities

• Communicate with clients within the Assetara workspace and approved tools.
• Provide concierge-level platform navigation support to clients.
• Manage unread client threads and SLA adherence.
• Maintain accurate client notes within the CRM.
• Escalate red flags and compliance issues promptly.

Skills

Client communication

CRM administration

Remote work discipline

Compliance awareness

Tools

CRM software

Helpdesk tools

Job description

Assetara Limited in Glasgow is seeking a Client Relationship & Support Specialist to be the main contact for our clients on the Assetara platform. You will deliver concierge-level account assistance and ensure secure, compliant communications.

This remote role emphasizes CRM administration, timely responses, and clear escalation of any compliance concerns while upholding data protection and anti-fraud rules.