Remote Client Relations & Concierge Support Specialist

Assetara Limited; City of Edinburgh; On-site; GBP 25,000 - 35,000; Full time

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist to join our Edinburgh dist six team. This remote role focuses on client communication, CRM administration, and concierge-level support via the Assetara platform.

You will conduct scheduled client calls, assist with platform navigation, and ensure adherence to compliance rules while maintaining client confidentiality.

Qualifications

• Adherence to operational, security, and compliance guidelines.
• Professional remote work discipline, time management, and availability window compliance.
• Absolute commitment to confidentiality, data protection regulations, and anti-fraud protocols.
• Strict prohibitions: no personalized investment advice, no handling client funds or keys, and no unapproved external communications.

Responsibilities

• Provide professional, warm, concise communication exclusively within the Assetara workspace and approved tools.
• Deliver scheduled client calls and assist clients with platform navigation while adhering to compliance limits.
• Prioritize unread client threads, manage SLA compliance, and conduct authorized proactive outreach to clients.
• Maintain accurate client notes in CRM without copying unnecessary personal data.
• Identify and escalate red flags, complaints, or security incidents according to company rules.

Skills

Client communication

CRM administration

Remote work discipline

Compliance awareness

Tools

CRM system

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist to join our Edinburgh dist six team. This remote role focuses on client communication, CRM administration, and concierge-level support via the Assetara platform.

You will conduct scheduled client calls, assist with platform navigation, and ensure adherence to compliance rules while maintaining client confidentiality.