Remote Client Concierge & Support Specialist

Assetara Limited; Greater London; On-site; GBP 30,000 - 42,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join the team remotely through the Assetara platform. You will be a key point of contact for clients, offering concierge-level account assistance and maintaining accurate client notes in the CRM.

The role focuses on client communication, CRM administration, and support—no regulated brokering or financial advisory responsibilities. A professional remote work discipline and strict confidentiality are required.

Qualifications

• Strict adherence to operational, security, and compliance guidelines including identity checks.
• Professional remote work discipline and time management.
• Commitment to confidentiality and data protection.

Responsibilities

• Provide professional, warm, and concierge-level client communication within the Assetara workspace and approved tools.
• Deliver scheduled client calls, review portfolio context, and assist clients with platform navigation while complying with limits.
• Manage client threads and SLA compliance; conduct proactive outreach to clients.

Skills

Client communication

Time management

Confidentiality

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join the team remotely through the Assetara platform. You will be a key point of contact for clients, offering concierge-level account assistance and maintaining accurate client notes in the CRM.

The role focuses on client communication, CRM administration, and support—no regulated brokering or financial advisory responsibilities. A professional remote work discipline and strict confidentiality are required.