Remote Client Concierge & CRM Specialist

Assetara Limited; Sheffield; On-site; GBP 36,000 - 54,000; Full time

Job summary

Assetara Limited in the United Kingdom seeks a Client Relationship & Support Specialist for remote work via the Assetara platform. You will be the primary contact for clients, delivering concierge-level account assistance and ensuring smooth navigation of the platform.

This role focuses on client communication, CRM maintenance, and support services, with strict adherence to compliance rules. You will handle confidential data, monitor SLA performance, and escalate issues when needed.

Qualifications

• Must adhere to security, privacy, and compliance guidelines.
• Professional remote-work discipline and time-management.
• Confidential handling of client information and anti-fraud protocols.

Responsibilities

• Provide professional client communication within Assetara workspace.
• Deliver scheduled client calls and assist with platform navigation.
• Prioritize unread threads, manage SLA compliance, and proactive outreach.
• Maintain accurate client notes in the CRM with data minimization.
• Identify red flags and escalate compliant issues promptly.

Skills

Client communication

Concierge support

SLA management

CRM administration

Compliance awareness

Job description

Assetara Limited in the United Kingdom seeks a Client Relationship & Support Specialist for remote work via the Assetara platform. You will be the primary contact for clients, delivering concierge-level account assistance and ensuring smooth navigation of the platform.

This role focuses on client communication, CRM maintenance, and support services, with strict adherence to compliance rules. You will handle confidential data, monitor SLA performance, and escalate issues when needed.