Remote Client Relations & CRM Specialist

Assetara Limited; City of Edinburgh; Remote; GBP 30.000 - 42.000; Vollzeit

Zusammenfassung

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely through the Assetara platform. You will act as a key point of contact for clients, providing professional, warm, and concierge-level account assistance, with a focus on communication within the official workspace.

In this role you will manage client inquiries, navigate the platform, maintain accurate CRM notes, and escalate issues in line with compliance.

Qualifikationen

• Strict adherence to operational, security, and compliance guidelines including initial training and identity checks.
• Professional remote work discipline, time management, and availability window compliance.
• Confidentiality and data protection compliance; anti-fraud protocols.

Aufgaben

• Client Communication: Provide professional, warm, accurate, and concise communication exclusively within the Assetara workspace and approved tools.
• Concierge Support: Deliver scheduled client calls, review portfolio context in advance, and assist clients with platform navigation while adhering to compliance limits.
• Queue & SLA Management: Prioritize unread client threads, handle SLA compliance, and conduct authorized proactive outreach to clients.
• CRM Administration: Maintain accurate client notes within the system without copying unnecessary personal data.
• Escalation & Compliance: Identify and elevate red flags, complaints, security incidents, or matters outside authorized boundaries.

Kenntnisse

Client communication

CRM administration

SLA management

Compliance

Escalation

Jobbeschreibung

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely through the Assetara platform. You will act as a key point of contact for clients, providing professional, warm, and concierge-level account assistance, with a focus on communication within the official workspace.

In this role you will manage client inquiries, navigate the platform, maintain accurate CRM notes, and escalate issues in line with compliance.