Remote Client Concierge & CRM Specialist

Assetara Limited; Manchester; On-site; GBP 27,000 - 38,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely through the Assetara platform. You will be the key point of contact for clients, handling communications, CRM notes, and platform navigation with strict adherence to compliance rules.

The role emphasizes concierge-style support, timely responses, and careful escalation when needed, while avoiding any regulated financial advice.

Qualifications

• Communicate professionally and concisely within the Assetara workspace and approved tools.
• Maintain accurate client notes in the CRM with appropriate data handling.

Responsibilities

• Provide professional client communication and concierge-level support.
• Deliver scheduled client calls and assist with platform navigation within compliance limits.
• Prioritize unread client threads, manage SLA adherence, and perform proactive outreach.

Skills

Client communication

CRM administration

Remote work discipline

Tools

CRM software

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely through the Assetara platform. You will be the key point of contact for clients, handling communications, CRM notes, and platform navigation with strict adherence to compliance rules.

The role emphasizes concierge-style support, timely responses, and careful escalation when needed, while avoiding any regulated financial advice.