Remote Client Relations & Concierge Support Specialist

Assetara Limited; Manchester; On-site; GBP 29,000 - 36,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist for Manchester Dist 3, UK, with remote work via the Assetara platform. You will be the principal contact for clients, delivering concierge-level account support, maintaining CRM notes, and ensuring SLA performance while complying with internal rules.

This role emphasizes confidentiality, data protection, and strict avoidance of regulated financial advice or handling client funds.

Qualifications

• Proven ability to communicate professionally in a remote, workspace-based environment.
• Experience with CRM systems and client support processes.
• Strong time management and adherence to SLAs and compliance.
• Avoid giving personalized investment advice or handling client funds per compliance rules.

Responsibilities

• Provide professional, warm, and concise client communications within the Assetara workspace.
• Deliver concierge client support, including scheduled calls and platform navigation assistance.
• Prioritize unread threads, manage SLA-related tasks, and perform proactive client outreach.
• Maintain accurate client notes in the CRM, avoiding unnecessary personal data.
• Identify red flags, complaints or security incidents and escalate per compliance rules.

Skills

Client communication

CRM administration

SLA management

Compliance awareness

Remote work discipline

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist for Manchester Dist 3, UK, with remote work via the Assetara platform. You will be the principal contact for clients, delivering concierge-level account support, maintaining CRM notes, and ensuring SLA performance while complying with internal rules.

This role emphasizes confidentiality, data protection, and strict avoidance of regulated financial advice or handling client funds.