Remote Client Concierge & Support Specialist

Assetara Limited; Glasgow; On-site; GBP 25,000 - 42,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to work remotely from Glasgow Dist 8, UK. The role focuses on client communication, CRM administration, and concierge-level support within approved Assetara tools.

Responsibilities include client outreach, platform navigation assistance, SLA management, and strict adherence to security, privacy, and compliance guidelines. Do not provide investment advice or handle client funds, and follow all compliance rules.

Qualifications

• Professional client communication and service delivery.
• Compliance-conscious with strict handling of client data.
• Ability to manage CRM notes accurately and succinctly.

Responsibilities

• Provide professional, warm, and concise client communication within Assetara workspace.
• Deliver scheduled client calls and assist with platform navigation while adhering to compliance limits.
• Prioritize unread client threads, manage SLA disciplines, and perform proactive outreach.
• Maintain accurate client notes in the CRM without unnecessary personal data.
• Escalate red flags, complaints, or security incidents per compliance rules.

Skills

Client communication

CRM administration

Remote work discipline

Tools

CRM software

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to work remotely from Glasgow Dist 8, UK. The role focuses on client communication, CRM administration, and concierge-level support within approved Assetara tools.

Responsibilities include client outreach, platform navigation assistance, SLA management, and strict adherence to security, privacy, and compliance guidelines. Do not provide investment advice or handle client funds, and follow all compliance rules.