Remote Client Concierge & Support Specialist

Assetara Limited; Sheffield; On-site; GBP 28,000 - 36,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely through the Assetara platform. You will act as a key point of contact for our clients, providing professional, warm, and concierge-level account assistance, while ensuring compliance and data protection.

This role emphasizes client communication, CRM admin, and support services, not regulated brokerage.

Qualifications

• Strict adherence to operational, security, and compliance guidelines (including mandatory completion of initial training and identity checks).
• Professional remote work discipline, time management, and availability window compliance.
• Absolute commitment to confidentiality, data protection regulations (handling Client Data strictly on documented instructions), and anti-fraud protocols.
• Strict Prohibitions: Must never provide personalized investment advice, promise guaranteed returns, handle client funds/private keys, or use unapproved external communication channels.

Responsibilities

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

Skills

Client communication

CRM administration

Remote work discipline

Time management

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely through the Assetara platform. You will act as a key point of contact for our clients, providing professional, warm, and concierge-level account assistance, while ensuring compliance and data protection.

This role emphasizes client communication, CRM admin, and support services, not regulated brokerage.