Remote Client Concierge & CRM Specialist

Assetara Limited; Greater London; On-site; GBP 28,000 - 42,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our London base remotely via the Assetara platform. You will be the main point of contact for clients, delivering concierge support and ensuring smooth platform navigation within approved tools.

Role emphasizes CRM administration, strict data protection, and compliance; you will manage client threads and SLA processes, escalating issues per policy while maintaining confidentiality.

Qualifications

• Must adhere to strict confidentiality and data protection.
• Ability to work remotely with strong time management and reliability.
• Professional communication within approved channels only.

Responsibilities

• Provide professional client communication exclusively within Assetara workspace and approved tools.
• Deliver concierge-level support and assist clients with platform navigation.
• Prioritize unread client threads, monitor SLA adherence, and perform proactive outreach.
• Maintain accurate client notes in the CRM, avoiding sensitive personal data.
• Identify and escalate red flags or incidents per compliance rules.

Skills

Client communication

CRM administration

Account support

SLA management

Remote work discipline

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our London base remotely via the Assetara platform. You will be the main point of contact for clients, delivering concierge support and ensuring smooth platform navigation within approved tools.

Role emphasizes CRM administration, strict data protection, and compliance; you will manage client threads and SLA processes, escalating issues per policy while maintaining confidentiality.