Remote Client Concierge & Support Specialist

Assetara Limited; Sheffield; On-site; GBP 26,000 - 38,000; Full time

Job summary

Assetara Limited seeks a dedicated Client Relationship & Support Specialist to work remotely from the UK. You will be the main contact for clients, handling communications, CRM updates, and concierge-level support within approved tools.

This role emphasizes security, data protection, and strict adherence to compliance guidelines. The position focuses on client communication, CRM administration, and support services, with no regulated broker activity.

Qualifications

• Must communicate professionally within the Assetara workspace and approved tools.
• Must complete initial training and identity checks.
• Strong focus on confidentiality and data protection; follow anti-fraud protocols.

Responsibilities

• Provide professional, warm, concise client communication.
• Deliver scheduled client calls and assist with platform navigation.
• Review portfolio context and support clients while adhering to compliance limits.
• Maintain accurate client notes in the CRM without exposing personal data.
• Identify red flags or issues and escalate per compliance rules.

Skills

Client communication

CRM administration

SLA management

Compliance awareness

Remote work discipline

Tools

CRM software

Job description

Assetara Limited seeks a dedicated Client Relationship & Support Specialist to work remotely from the UK. You will be the main contact for clients, handling communications, CRM updates, and concierge-level support within approved tools.

This role emphasizes security, data protection, and strict adherence to compliance guidelines. The position focuses on client communication, CRM administration, and support services, with no regulated broker activity.