Remote Client Concierge & CRM Specialist

Assetara Limited; Glasgow; On-site; GBP 28,000 - 36,000; Full time

Job summary

Assetara Limited seeks a dedicated Client Relationship & Support Specialist to serve Glasgow-based clients via the Assetara platform. You will be the primary point of contact, offering concierge-level account assistance and platform navigation support.

The role emphasizes client communication, CRM administration, and strict compliance to security and anti-fraud protocols while avoiding any personalized investment advice.

Qualifications

• Professional, warm and concise communication within official Assetara tools.
• CRM system notes maintained accurately and without unnecessary personal data.
• Ability to manage client queues and SLA commitments while maintaining compliance.

Responsibilities

• Provide professional client communication within the Assetara workspace.
• Deliver scheduled client calls and assist with platform navigation while following compliance limits.
• Prioritize unread client threads and manage SLA compliance.
• Maintain accurate client notes in the CRM and avoid unnecessary data copy.
• Identify and escalate issues promptly per compliance protocols.

Skills

Client communication

CRM administration

Concierge support

Time management

Education

Professional remote work discipline

Tools

Assetara workspace

Job description

Assetara Limited seeks a dedicated Client Relationship & Support Specialist to serve Glasgow-based clients via the Assetara platform. You will be the primary point of contact, offering concierge-level account assistance and platform navigation support.

The role emphasizes client communication, CRM administration, and strict compliance to security and anti-fraud protocols while avoiding any personalized investment advice.