Remote Client Relations & Concierge Support Specialist

Assetara Limited; Birmingham; On-site; GBP 26,000 - 38,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will be a key point of contact for clients, providing concierge-level support and ensuring compliant communication within approved tools.

Responsibilities include client calls, platform navigation assistance, CRM updates, and proactive outreach while strictly following security and data-protection guidelines.

Qualifications

• Strict adherence to operational, security, and compliance guidelines.
• Professional remote work discipline, time management, and availability window compliance.
• Absolute commitment to confidentiality, data protection regulations.
• Strict Prohibitions: Do not provide personalized investment advice or handle client funds.

Responsibilities

• Provide professional, warm, concise communication exclusively within the official Assetara workspace and approved tools.
• Deliver concierge support with scheduled client calls and platform navigation assistance.
• Queue & SLA management: prioritize unread threads, maintain SLA discipline, and conduct proactive outreach to clients.
• CRM administration: keep client notes accurate and timely without unnecessary personal data.
• Escalation & compliance: identify and elevate red flags or matters outside authorized boundaries per company rules.

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will be a key point of contact for clients, providing concierge-level support and ensuring compliant communication within approved tools.

Responsibilities include client calls, platform navigation assistance, CRM updates, and proactive outreach while strictly following security and data-protection guidelines.