Remote Client Concierge & CRM Specialist

Assetara Limited; Liverpool; On-site; GBP 32,000 - 42,000; Full time

Job summary

Assetara Limited is seeking a remote Client Relationship & Support Specialist for Liverpool Dist 3, UK. You will be the primary client contact, manage CRM records, and provide concierge-level account assistance on the Assetara platform.

The role emphasizes client communication, platform navigation, and compliant data handling, with no investment advice or fund handling. Remote work is expected within UK time zones, collaborating with the BROKER department.

Qualifications

• Experience in client relationship roles.
• Strong communication skills.
• Knowledge of data protection and compliance.
• Ability to work remotely and manage time.
• Do not provide investment advice or handle funds.

Responsibilities

• Client Communication: Provide professional, concise communication within Assetara workspace and approved tools.
• Concierge Support: Conduct scheduled client calls and assist with platform navigation while adhering to compliance limits.
• Queue & SLA Management: Prioritize unread threads, ensure SLA discipline, outreach within guidelines.
• CRM Administration: Maintain accurate client notes and avoid unnecessary personal data.
• Escalation & Compliance: Identify red flags and escalate according to compliance rules.

Skills

Client communication

CRM administration

Escalation handling

Compliance awareness

Remote work discipline

Tools

CRM software

Job description

Assetara Limited is seeking a remote Client Relationship & Support Specialist for Liverpool Dist 3, UK. You will be the primary client contact, manage CRM records, and provide concierge-level account assistance on the Assetara platform.

The role emphasizes client communication, platform navigation, and compliant data handling, with no investment advice or fund handling. Remote work is expected within UK time zones, collaborating with the BROKER department.