Remote Client Concierge & CRM Specialist

Assetara Limited; Leeds; On-site; GBP 25,000 - 35,000; Full time

Job summary

Assetara Limited in Leeds is seeking a remote Client Relationship & Support Specialist to act as the primary client contact via the Assetara platform, delivering warm, professional account assistance and platform navigation.

This role focuses on CRM administration, proactive outreach, SLA management, and strict adherence to confidentiality, security, and compliance guidelines; it does not involve investment advice, handling funds, or unapproved channels.

Qualifications

• Adherence to operational, security and compliance guidelines.
• Professional remote work discipline and time management.
• Commitment to confidentiality and data protection.
• Anti-fraud awareness and compliance with rules.
• No personalized investment advice or unapproved channels.

Responsibilities

• Provide professional, warm communication within Assetara workspace.
• Deliver concierge support with client calls and platform navigation.
• Prioritize client threads, manage SLA and proactive outreach.
• Maintain accurate client notes in the CRM without sensitive data.
• Identify red flags or incidents and escalate per compliance rules.

Job description

Assetara Limited in Leeds is seeking a remote Client Relationship & Support Specialist to act as the primary client contact via the Assetara platform, delivering warm, professional account assistance and platform navigation.

This role focuses on CRM administration, proactive outreach, SLA management, and strict adherence to confidentiality, security, and compliance guidelines; it does not involve investment advice, handling funds, or unapproved channels.