Remote Client Experience & Support Specialist

Assetara Limited; Leeds; On-site; GBP 25,000 - 40,000; Full time

Job summary

Assetara Limited in Leeds Dist 7, UK, is seeking a Client Relationship & Support Specialist to work remotely via the Assetara platform. You will be the primary client contact, delivering concierge-level account support and maintaining accurate client notes within the CRM.

Role focuses on client communication, CRM administration, and compliance with security rules. It does not involve providing personalized investment advice or handling client funds, while ensuring confidentiality and data

Qualifications

• Clear, professional communication with clients within approved platforms.
• Accurate CRM note-taking without exposing personal data.
• Timely handling of client inquiries and compliance-related issues.

Responsibilities

• Provide professional, warm client communication within Assetara workspace.
• Deliver concierge support, schedule client calls, and assist with platform navigation.
• Manage queues and SLA adherence, and perform proactive outreach to clients.

Skills

Client communication

CRM administration

Escalation handling

Compliance awareness

Job description

Assetara Limited in Leeds Dist 7, UK, is seeking a Client Relationship & Support Specialist to work remotely via the Assetara platform. You will be the primary client contact, delivering concierge-level account support and maintaining accurate client notes within the CRM.

Role focuses on client communication, CRM administration, and compliance with security rules. It does not involve providing personalized investment advice or handling client funds, while ensuring confidentiality and data