Remote Client Concierge & CRM Support Specialist

Assetara Limited; Bristol; On-site; GBP 32,000 - 52,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our Bristol Dist 7, UK team remotely. You will be the primary contact for clients, handling CRM administration and providing concierge-level account support within the Assetara workspace, while following compliance and security standards.

This role focuses on client communication, CRM upkeep, and proactive support, with strict guidelines to protect client data and maintain service quality across enabled

Qualifications

• Must be able to operate remotely with professional communication.
• Experience handling CRM systems and client communications.
• Understand compliance and data protection requirements.

Responsibilities

• Provide professional communication within the Assetara workspace and approved tools.
• Deliver scheduled client calls and assist clients with platform navigation.
• Prioritize unread client threads and manage SLA compliance.
• Maintain accurate client notes in the CRM, avoiding unnecessary personal data.
• Identify and elevate red flags, complaints, or compliance issues per rules.

Skills

Client communication

CRM administration

SLA management

Compliance awareness

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our Bristol Dist 7, UK team remotely. You will be the primary contact for clients, handling CRM administration and providing concierge-level account support within the Assetara workspace, while following compliance and security standards.

This role focuses on client communication, CRM upkeep, and proactive support, with strict guidelines to protect client data and maintain service quality across enabled