Remote Client Concierge & CRM Specialist

Assetara Limited; Sheffield; On-site; GBP 26,000 - 38,000; Full time

Job summary

Assetara Limited in Sheffield is seeking a dedicated Client Relationship & Support Specialist to join our remote team. You will be the primary contact for clients, delivering professional, warm, concierge-level account assistance within the Assetara workspace.

The role focuses on client communication, CRM administration, and support services, while strictly avoiding advisory activities. You will ensure SLA adherence, maintain accurate notes, and escalate issues per compliance rules.

Qualifications

• Strict adherence to operational, security, and compliance guidelines (including mandatory completion of initial training and identity checks).
• Professional remote work discipline, time management, and availability window compliance.
• Absolute commitment to confidentiality, data protection regulations (handling Client Data strictly on documented instructions), and anti-fraud protocols.
• Strict Prohibitions: Must never provide personalized investment advice, promise guaranteed returns, handle client funds/private keys, or use unapproved external communication channels.

Responsibilities

• 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 escalate red flags, complaints, security incidents, or matters outside authorized boundaries according to company compliance rules.

Skills

Client communication

Concierge support

Queue & SLA management

CRM administration

Escalation & compliance

Job description

Assetara Limited in Sheffield is seeking a dedicated Client Relationship & Support Specialist to join our remote team. You will be the primary contact for clients, delivering professional, warm, concierge-level account assistance within the Assetara workspace.

The role focuses on client communication, CRM administration, and support services, while strictly avoiding advisory activities. You will ensure SLA adherence, maintain accurate notes, and escalate issues per compliance rules.