Remote Client Concierge & CRM Specialist

Assetara Limited; Manchester; On-site; GBP 30,000 - 48,000; Full time

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist to join our team remotely from Manchester District 2, UK. The role focuses on client communication, CRM administration, and support services, not regulated brokerage or advice.

You will handle client interactions, assist with platform navigation, and ensure compliance with data protection and anti-fraud guidelines. This position operates within the Assetara workspace and approved tools.

Qualifications

• Proficient in professional remote client communication.
• Experience with CRM systems and client records.
• Ability to manage queues and SLA adherence.
• Know-how of compliance rules and data protection basics.
• Familiarity with platform navigation and client support processes.

Responsibilities

• Communicate professionally within Assetara workspace and approved tools.
• Provide concierge-level client support and platform navigation assistance.
• Prioritize unread threads and ensure SLA compliance.
• Maintain accurate client notes without exposing personal data.
• Escalate red flags or compliance breaches per policy.

Skills

Client communication

CRM administration

SLA management

Compliance awareness

Platform navigation

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist to join our team remotely from Manchester District 2, UK. The role focuses on client communication, CRM administration, and support services, not regulated brokerage or advice.

You will handle client interactions, assist with platform navigation, and ensure compliance with data protection and anti-fraud guidelines. This position operates within the Assetara workspace and approved tools.