Remote Client Concierge & CRM Specialist

Assetara Limited; Liverpool; On-site; GBP 26,000 - 34,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to work remotely from Liverpool. You will be the primary contact for clients within the Assetara workspace, delivering concierge-level support and guiding platform navigation while adhering to compliance rules.

You will manage CRM notes, escalation of issues, and proactive client outreach, ensuring confidentiality and data protection.

Qualifications

• Provide professional, concise client communication within Assetara workspace.
• Maintain accurate client notes and CRM records.
• Follow compliance, security, and identity-check procedures.
• Handle client data with confidentiality and strict data protection.
• Adhere to required channels and never provide personalized investment advice.

Responsibilities

• Provide professional, warm, and concise client communication via Assetara workspace.
• Deliver concierge support, review portfolio context, and aid platform navigation.
• Manage unread client threads, SLA compliance, and proactive outreach within policy.
• Maintain accurate client notes in the CRM without exposing personal data.
• Identify red flags, complaints or incidents and escalate per compliance rules.

Skills

Client communication

CRM administration

Compliance awareness

Data protection

Remote work discipline

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to work remotely from Liverpool. You will be the primary contact for clients within the Assetara workspace, delivering concierge-level support and guiding platform navigation while adhering to compliance rules.

You will manage CRM notes, escalation of issues, and proactive client outreach, ensuring confidentiality and data protection.