Remote Client Relations & Concierge Support Specialist

Assetara Limited; Leeds; On-site; GBP 28,000 - 42,000; Full time

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist to join our Leeds-based team, working remotely through the Assetara platform, and acting as a key point of contact for high-trust client engagements.

You will deliver concierge-level account support, manage client communications within the official workspace, handle CRM notes accurately, and coordinate scheduled calls while maintaining strict compliance with security, confidentiality, and anti-fraud policies.

Qualifications

• Strict adherence to operational, security and compliance guidelines.
• Professional remote work discipline and time management.
• Confidentiality and data protection regulations compliance.

Responsibilities

• Provide professional, warm communication within the Assetara workspace.
• Deliver concierge client support and scheduled client calls.
• Review portfolio context and assist clients with platform navigation while following compliance limits.
• Maintain accurate client notes in the CRM without exposing personal data.
• Escalate red flags or compliance issues per company rules.

Skills

Client communication

CRM administration

Time management

Remote work discipline

Tools

CRM system

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist to join our Leeds-based team, working remotely through the Assetara platform, and acting as a key point of contact for high-trust client engagements.

You will deliver concierge-level account support, manage client communications within the official workspace, handle CRM notes accurately, and coordinate scheduled calls while maintaining strict compliance with security, confidentiality, and anti-fraud policies.