Remote Client Concierge & Support Specialist

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

Job summary

Assetara Limited is seeking a remote Client Relationship & Support Specialist to act as a key client contact, providing professional, concierge-level account assistance and CRM administration through the Assetara platform.

Role emphasizes client communication, platform navigation support, and strict adherence to compliance and anti-fraud protocols. The function operates remotely, with no personalized investment advice or handling of client funds.

Qualifications

Responsibilities

• Provide professional, warm, and concise client communication within the Assetara workspace and approved tools.
• Deliver scheduled client calls and assist clients with platform navigation while adhering to compliance limits.
• Prioritize unread client threads, manage SLA compliance, and conduct authorized proactive client outreach.
• Maintain accurate client notes in the CRM without exposing unnecessary personal data.
• Identify red flags, complaints, security incidents, or issues outside approved boundaries and escalate per policy.

Job description

Assetara Limited is seeking a remote Client Relationship & Support Specialist to act as a key client contact, providing professional, concierge-level account assistance and CRM administration through the Assetara platform.

Role emphasizes client communication, platform navigation support, and strict adherence to compliance and anti-fraud protocols. The function operates remotely, with no personalized investment advice or handling of client funds.