Remote Client Relations & CRM Specialist

Assetara Limited; Newcastle upon Tyne; On-site; GBP 32,000 - 48,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist (Newcastle Dist 3, UK) to act as the main client contact through the Assetara platform. You will handle CRM administration, client communications, and concierge-level support while strictly following compliance limits.

In this remote role, you will deliver scheduled client calls, review portfolio context, and guide clients through platform navigation, ensuring confidentiality and anti-fraud standards are upheld.

Qualifications

• Professional remote work discipline and time management
• Strong focus on client communication and CRM upkeep
• Adherence to compliance and security guidelines
• Ability to identify red flags and escalate appropriately

Responsibilities

• Provide professional client communication within Assetara workspace and approved tools
• Deliver scheduled client calls and assist with platform navigation while adhering to compliance
• Prioritize unread client threads, manage SLA compliance and proactive outreach
• Maintain accurate client notes in CRM without exposing personal data
• Identify and escalate red flags, complaints, or security incidents per company rules

Skills

Client communication

CRM administration

SLA management

Concierge support

Escalation & compliance

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist (Newcastle Dist 3, UK) to act as the main client contact through the Assetara platform. You will handle CRM administration, client communications, and concierge-level support while strictly following compliance limits.

In this remote role, you will deliver scheduled client calls, review portfolio context, and guide clients through platform navigation, ensuring confidentiality and anti-fraud standards are upheld.