Remote Client Concierge & CRM Specialist

Assetara Limited; Glasgow; On-site; GBP 28,000 - 38,000; Full time

Job summary

Assetara Limited seeks a dedicated Client Relationship & Support Specialist to join our Glasgow-based team remotely via the Assetara platform. You will be the primary contact for clients, delivering concierge-level account support and ensuring smooth platform navigation.

Experience in CRM administration, structured communication, and strict compliance with data protection is essential. You will handle client inquiries, manage queues and SLA, escalate red flags when needed, and maintain

Qualifications

• CRM software experience is preferred.
• Strong communication and client service skills.
• Ability to follow compliance guidelines and data protection rules.

Responsibilities

• Provide professional client communication within Assetara workspace and approved tools.
• Deliver concierge-level support and assist clients with platform navigation.
• Manage client queues, SLA adherence, and proactive outreach to clients.
• Maintain accurate client notes in the CRM and avoid unnecessary personal data.
• Identify and escalate red flags or security/compliance concerns promptly.

Job description

Assetara Limited seeks a dedicated Client Relationship & Support Specialist to join our Glasgow-based team remotely via the Assetara platform. You will be the primary contact for clients, delivering concierge-level account support and ensuring smooth platform navigation.

Experience in CRM administration, structured communication, and strict compliance with data protection is essential. You will handle client inquiries, manage queues and SLA, escalate red flags when needed, and maintain