Remote Client Concierge & CRM Support Specialist

Assetara Limited

Bristol

On-site

GBP 28,000 - 42,000

Full time

14 days+

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Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist to join our Bristol-based operations on a remote basis via the Assetara platform. You will be the primary contact for clients, delivering professional, concierge-level account assistance within approved tools.

This role focuses on client communication, CRM administration, and support services, and excludes investment advisory or handling of funds.

Qualifications

Strict adherence to data protection and confidentiality policies.
Professional remote-work discipline and time-management.
Compliance-aware communications using approved channels.
Initial training and identity checks as required.

Responsibilities

Client Communication: Provide professional, warm, accurate, and concise communication exclusively within the 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 escape red flags, complaints, security incidents, or matters outside authorized boundaries according to company compliance rules.