Remote Client Concierge & CRM Specialist

Assetara Limited; Leeds; On-site; GBP 32,000 - 46,000; Full time

Job summary

Assetara Limited in the United Kingdom is seeking a dedicated Client Relationship & Support Specialist to join our team remotely through the Assetara platform. You will act as a key contact for our clients, providing professional, concierge-level account assistance while complying with internal guidelines.

The role focuses on client communication, CRM administration, and support services, and does not involve regulated financial advice.

Qualifications

• Strong client communication skills and professional remote work discipline.
• Ability to manage time and meet SLAs in a remote setting.
• Awareness of compliance, data protection, and anti-fraud protocols.

Responsibilities

• Provide professional, warm, and concierge-level client communication within the official Assetara workspace and approved tools.
• Deliver scheduled client calls and assist clients with platform navigation while adhering to compliance limits.
• Queue and SLA management; escalate red flags and incidents according to company rules.
• Maintain accurate client notes in the CRM without collecting unnecessary personal data.
• Identify and escalate issues per compliance guidelines and company policies.

Skills

Client communication

Remote work discipline

Time management

Compliance awareness

Tools

CRM system

Assetara platform

Job description

Assetara Limited in the United Kingdom is seeking a dedicated Client Relationship & Support Specialist to join our team remotely through the Assetara platform. You will act as a key contact for our clients, providing professional, concierge-level account assistance while complying with internal guidelines.

The role focuses on client communication, CRM administration, and support services, and does not involve regulated financial advice.