Remote Client Concierge & Support Specialist

Assetara Limited; City of Edinburgh; On-site; GBP 28,000 - 36,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our Edinburgh-based team remotely. You will serve as the primary client contact, delivering concierge-level account assistance within approved Assetara tools.

This role emphasizes CRM administration, client communication, and compliance-focused support. Key responsibilities include managing client calls, guiding users through the platform, and maintaining accurate notes while escalating any red flags or

Qualifications

• Proven ability to communicate professionally and concisely.
• Strong time management and self-discipline for remote work.
• Experience handling client relationships with discretion and confidentiality.
• Familiarity with CRM systems and maintaining accurate client notes.

Responsibilities

• Provide professional client communication within Assetara workspace and approved tools.
• Deliver concierge-style support and guide clients on platform navigation.
• Manage client queues, SLA adherence, and proactive outreach within compliance limits.
• Maintain accurate client notes in the CRM and avoid personal data leakage.
• Identify and escalate red flags or compliance issues per policy.

Skills

Communication

Time management

Remote work discipline

Client relationship

Tools

CRM software

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our Edinburgh-based team remotely. You will serve as the primary client contact, delivering concierge-level account assistance within approved Assetara tools.

This role emphasizes CRM administration, client communication, and compliance-focused support. Key responsibilities include managing client calls, guiding users through the platform, and maintaining accurate notes while escalating any red flags or