Remote Client Concierge & Support Specialist

Assetara Limited; Bristol; On-site; GBP 40,000 - 55,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to help manage client communications and CRM tasks for Bristol District 2, UK. The role emphasizes concierge-style account support, platform navigation assistance, and strict compliance with data protection and security rules.

The successful candidate will work remotely through the Assetara platform, handling client interactions within approved tools, and ensuring SLA targets are met while escalating issues per

Qualifications

• Professional remote work discipline, time management, and availability window compliance.
• Strict adherence to confidentiality and data protection regulations.

Responsibilities

• Provide professional, warm, accurate, and concise communication exclusively within the official Assetara workspace and approved tools.
• Deliver scheduled client calls, review portfolio context in advance, and assist clients with platform navigation while adhering to compliance limits.
• Prioritize unread client threads, handle SLA compliance disciplines, and conduct authorized proactive outreach to clients.
• Maintain accurate, timely client notes within the system without copying unnecessary personal data.
• Identify and elevate red flags, complaints, security incidents, or matters outside authorized boundaries according to company compliance rules.

Skills

Client communication

CRM administration

SLA management

Compliance awareness

Data protection

Remote work discipline

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to help manage client communications and CRM tasks for Bristol District 2, UK. The role emphasizes concierge-style account support, platform navigation assistance, and strict compliance with data protection and security rules.

The successful candidate will work remotely through the Assetara platform, handling client interactions within approved tools, and ensuring SLA targets are met while escalating issues per