Remote Client Experience & Concierge Specialist

Assetara Limited; Birmingham; On-site; GBP 25,000 - 38,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our Birmingham Dist 7, UK operations remotely via the Assetara platform. You’ll be a key contact for clients, delivering concierge-level account support, navigating the platform, and maintaining accurate CRM notes while upholding strict confidentiality and compliance standards.

In this role, you will manage client communications, schedule and conduct client calls, review context, and help users navigate the

Qualifications

• Role focuses on client communication, CRM admin, and support services.
• Must not provide investment advice or handle funds.
• Strict adherence to confidentiality and security policies.

Responsibilities

• Client Communications: professional, warm, concise messages in Assetara workspace.
• Concierge support: conduct scheduled calls, review portfolio context, assist platform navigation.
• Queue & SLA: prioritise unread threads, maintain SLA discipline, proactive outreach.
• CRM Administration: keep accurate client notes in the system, avoid personal data.
• Escalation & Compliance: identify red flags and compliance–related issues per rules.

Skills

CRM admin

Client communication

Compliance awareness

Remote work discipline

Time management

Tools

CRM tools

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our Birmingham Dist 7, UK operations remotely via the Assetara platform. You’ll be a key contact for clients, delivering concierge-level account support, navigating the platform, and maintaining accurate CRM notes while upholding strict confidentiality and compliance standards.

In this role, you will manage client communications, schedule and conduct client calls, review context, and help users navigate the