Remote Client Concierge & Support Specialist (CRM)

Assetara Limited; Glasgow; On-site; GBP 25,000 - 32,000; Full time

Job summary

Assetara Limited in Glasgow is seeking a Client Relationship & Support Specialist to join remotely. You will be a key point of contact for clients, delivering concierge-level account assistance within the Assetara workspace.

This role focuses on client communication, CRM administration, and support services, without providing investment advice. You will adhere to compliance rules, complete initial training, and maintain confidentiality.

Qualifications

• Strict adherence to operational, security, and compliance guidelines.
• Professional remote work discipline and time management.
• Confidentiality and data protection compliance.
• Anti-fraud protocols awareness.

Responsibilities

• Client communication within the official Assetara workspace and approved tools.
• Deliver scheduled client calls and assist clients with platform navigation.
• Queue and SLA management with proactive outreach to clients.
• CRM administration with accurate, timely client notes.
• Escalation and compliance: identify red flags and incidents per rules.

Job description

Assetara Limited in Glasgow is seeking a Client Relationship & Support Specialist to join remotely. You will be a key point of contact for clients, delivering concierge-level account assistance within the Assetara workspace.

This role focuses on client communication, CRM administration, and support services, without providing investment advice. You will adhere to compliance rules, complete initial training, and maintain confidentiality.