Remote Client Concierge & CRM Support Specialist

Assetara Limited; Manchester; On-site; GBP 28,000 - 36,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to operate remotely via the Assetara platform. You will be the main point of contact for clients, providing professional, concierge-level account support and CRM administration within approved tools.

Role emphasizes client communication, platform navigation, SLA adherence, and strict compliance. This position reports to the BROKER department and requires strict confidentiality and data protection practices.

Qualifications

• Strict adherence to operational, security, and compliance guidelines including training and identity checks.
• Professional remote work discipline, time management, and adherence to availability windows.
• Absolute commitment to confidentiality and data protection; anti-fraud protocols.
• Must not provide personalized investment advice or handle client funds or private keys.

Responsibilities

• Provide professional client communication exclusively within Assetara workspace and approved tools.
• Deliver scheduled concierge-style client calls and assist with platform navigation.
• Prioritize unread client threads, manage SLA compliance, and proactive outreach to clients.
• Maintain accurate client notes in the CRM without copying personal data.
• Identify and escalate issues in accordance with compliance standards.

Skills

Client communication

CRM administration

Concierge support

Time management

Compliance awareness

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to operate remotely via the Assetara platform. You will be the main point of contact for clients, providing professional, concierge-level account support and CRM administration within approved tools.

Role emphasizes client communication, platform navigation, SLA adherence, and strict compliance. This position reports to the BROKER department and requires strict confidentiality and data protection practices.