Remote Client Relations & Concierge Support

Assetara Limited; Sheffield; On-site; GBP 28,000 - 38,000; Full time

Job summary

Assetara Limited seeks a dedicated Client Relationship & Support Specialist to join remotely via the Assetara platform. You will be the main contact for clients, handling CRM administration and providing concierge-level support while following compliance rules.

This role focuses on client communication, not regulated brokerage. Responsibilities include scheduled client calls, platform navigation assistance, SLA management, and escalation of issues per company policy.

Qualifications

• Experience communicating with clients in a professional, remote setting.
• Familiarity with CRM tools and maintaining accurate client notes.
• Knowledge of data protection and security practices.
• Ability to manage SLAs and escalate issues per policy.

Responsibilities

• Provide professional, warm communication inside the Assetara workspace.
• Deliver concierge support and assist clients with platform navigation.
• Prioritize unread messages, monitor SLA adherence, proactive outreach.
• Maintain accurate client notes in the CRM without sensitive data.
• Identify red flags and escalate compliance-related issues.

Skills

Client communication

CRM administration

Customer service

SLA management

Compliance awareness

Tools

Assetara platform

CRM systems

Job description

Assetara Limited seeks a dedicated Client Relationship & Support Specialist to join remotely via the Assetara platform. You will be the main contact for clients, handling CRM administration and providing concierge-level support while following compliance rules.

This role focuses on client communication, not regulated brokerage. Responsibilities include scheduled client calls, platform navigation assistance, SLA management, and escalation of issues per company policy.