Remote Client Concierge & Support Specialist

Assetara Limited; Manchester; On-site; GBP 28,000 - 40,000; Full time

Job summary

Assetara Limited in Manchester, UK is seeking a Client Relationship & Support Specialist to join our team remotely through the Assetara platform. You will be the primary client contact, offering concierge-level account assistance and CRM administration while strictly following compliance rules.

The role focuses on client communication, platform navigation guidance, and proactive outreach, with an emphasis on confidentiality and data protection. No regulated advisory duties are involved.

Qualifications

• Strict adherence to security, compliance, and training.
• Professional remote work discipline and time management.
• Commitment to confidentiality and data protection.

Responsibilities

• Provide professional, warm, accurate communication exclusively within the Assetara workspace and approved tools.
• Deliver scheduled client calls, review portfolio context, and assist with platform navigation.
• Prioritize unread client threads, meet SLA requirements, and conduct proactive outreach.
• Maintain accurate client notes in the CRM without copying personal data.
• Escalate red flags or security/compliance issues per company rules.

Skills

Client communication

CRM administration

Remote work discipline

Data protection

Job description

Assetara Limited in Manchester, UK is seeking a Client Relationship & Support Specialist to join our team remotely through the Assetara platform. You will be the primary client contact, offering concierge-level account assistance and CRM administration while strictly following compliance rules.

The role focuses on client communication, platform navigation guidance, and proactive outreach, with an emphasis on confidentiality and data protection. No regulated advisory duties are involved.