Remote Client Concierge & CRM Specialist

Assetara Limited; Newcastle upon Tyne; On-site; GBP 35,000 - 42,000; Full time

Job summary

Assetara Limited in the United Kingdom seeks a Client Relationship & Support Specialist to work remotely on the Assetara platform. You will be the main touchpoint for clients, delivering professional, concierge-level service and guiding users through the platform with clear, compliant communication.

This role focuses on CRM administration, SLA monitoring, and escalation of issues within approved channels.

Qualifications

• Experience in client relationship management and customer service.
• Ability to communicate professionally and concisely within secure platforms.
• Familiarity with CRM tools and data protection practices.

Responsibilities

• Provide professional client communication within Assetara workspace.
• Deliver concierge support and assist clients with platform navigation.
• Manage queues and SLA compliance; conduct proactive client outreach.
• Maintain accurate client notes in the CRM without personal data.
• Escalate red flags and compliance issues per guidelines.

Skills

Client communication

CRM administration

Time management

Compliance and security

Remote work discipline

Tools

CRM software

Job description

Assetara Limited in the United Kingdom seeks a Client Relationship & Support Specialist to work remotely on the Assetara platform. You will be the main touchpoint for clients, delivering professional, concierge-level service and guiding users through the platform with clear, compliant communication.

This role focuses on CRM administration, SLA monitoring, and escalation of issues within approved channels.