Remote Client Relations & Concierge Support Specialist

Assetara Limited; Newcastle upon Tyne; On-site; GBP 30,000 - 42,000; Full time

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist for Newcastle District 4, UK. The role focuses on client communication, CRM administration, and support services via the Assetara platform, with remote work from a compliant setup.

Key responsibilities include handling client inquiries, conducting concierge support calls, and ensuring SLA and data protection guidelines are followed. Strict prohibition on providing investment advice or managing funds.

Qualifications

• Professional remote work discipline and time management.
• Experience handling client communications within approved platforms.
• Familiarity with CRM systems and maintaining client notes.
• Understanding of compliance and data protection principles.

Responsibilities

• Serve as primary point of contact for clients within the Assetara workspace.
• Provide concierge-level account assistance and platform navigation support.
• Manage client thread queues and SLA adherence, with proactive outreach.
• Maintain accurate client notes in the CRM and escalate red flags per policy.

Skills

Client communication

CRM administration

SLA management

Escalation & compliance

Remote work discipline

Data protection awareness

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist for Newcastle District 4, UK. The role focuses on client communication, CRM administration, and support services via the Assetara platform, with remote work from a compliant setup.

Key responsibilities include handling client inquiries, conducting concierge support calls, and ensuring SLA and data protection guidelines are followed. Strict prohibition on providing investment advice or managing funds.