Remote Client Concierge & CRM Specialist

Assetara Limited; Newcastle upon Tyne; On-site; GBP 28,000 - 40,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to work remotely within the Assetara platform. You will serve as a key contact for clients, delivering concierge-level account assistance and maintaining CRM records with strict data handling rules.

This role, labeled internally as Broker, focuses on client communication, CRM administration, and support services while avoiding regulated brokerage activities.

Qualifications

• Strict adherence to operational, security, and compliance guidelines (mandatory training and identity checks).
• Professional remote work discipline and time management.
• Compliance with data protection regulations and anti-fraud protocols.
• Do not provide personalized investment advice or handle client funds.

Responsibilities

• Client Communication: Provide professional, warm, accurate, and concise communication exclusively within the official Assetara workspace and approved tools.
• Concierge Support: Deliver scheduled client calls, review portfolio context in advance, and assist clients with platform navigation while strictly adhering to compliance limits.
• Queue & SLA Management: Prioritize unread client threads, handle SLA compliance disciplines, and conduct authorized proactive outreach to clients.
• CRM Administration: Maintain accurate, timely, and complete client notes within the system without copying unnecessary personal data.
• Escalation & Compliance: Immediately identify and elevate red flags, complaints, security incidents, or matters outside authorized boundaries according to company compliance rules.

Skills

Client communication

CRM administration

SLA management

Compliance awareness

Tools

CRM software

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to work remotely within the Assetara platform. You will serve as a key contact for clients, delivering concierge-level account assistance and maintaining CRM records with strict data handling rules.

This role, labeled internally as Broker, focuses on client communication, CRM administration, and support services while avoiding regulated brokerage activities.