Remote Client Relations & Concierge Support Specialist

Assetara Limited; Sheffield; On-site; GBP 25,000 - 35,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely from Sheffield Dist 9, UK. You will be the primary point of contact for clients, delivering concierge-level account assistance within the Assetara workspace.

Responsibilities include client communication, CRM administration, queue and SLA management, and strict adherence to security and compliance guidelines. Do not provide investment advice or handle funds.

Qualifications

• Strict adherence to security and compliance guidelines.
• Professional remote work discipline and time management.
• Confidentiality and data protection compliance.
• No personalized investment advice or handling client funds.

Responsibilities

• Provide professional client communication within the Assetara workspace.
• Deliver scheduled client calls and assist with platform navigation.
• Prioritize unread client threads and manage SLA compliance.
• Maintain accurate client notes in the CRM without unnecessary personal data.
• Identify and escalate red flags or compliance issues.

Skills

Client communication

CRM administration

Time management

Remote work discipline

Data protection

Tools

CRM software

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely from Sheffield Dist 9, UK. You will be the primary point of contact for clients, delivering concierge-level account assistance within the Assetara workspace.

Responsibilities include client communication, CRM administration, queue and SLA management, and strict adherence to security and compliance guidelines. Do not provide investment advice or handle funds.