Remote Client Experience & Support Specialist

Assetara Limited; Birmingham; On-site; GBP 25,000 - 42,000; Full time

Job summary

Assetara Limited is seeking a diligent Client Relationship & Support Specialist to join the Birmingham Dist 6, UK area remotely via the Assetara platform. You will be the primary client contact, manage CRM notes, conduct scheduled calls, guide users through the platform, and ensure compliance.

This role emphasizes confidentiality, security, and strict adherence to internal guidelines, with no investment advice.

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

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

Job description

Assetara Limited is seeking a diligent Client Relationship & Support Specialist to join the Birmingham Dist 6, UK area remotely via the Assetara platform. You will be the primary client contact, manage CRM notes, conduct scheduled calls, guide users through the platform, and ensure compliance.

This role emphasizes confidentiality, security, and strict adherence to internal guidelines, with no investment advice.