Remote Client Relations & Support Specialist

Assetara Limited; Birmingham; On-site; GBP 28,000 - 42,000; Full time

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist to act as the primary client contact, providing concierge-level account assistance and CRM administration via the Assetara platform.

This remote role focuses on client communication, platform navigation, SLA management, and compliant handling of client data, with strict prohibitions on providing investment advice or handling client funds.

Qualifications

• Strict adherence to operational, security, and compliance guidelines.
• Professional remote work discipline and time management.
• Confidentiality and data protection compliance.
• Prohibitions: no personalized investment advice, no handling client funds/private keys, no unapproved channels.

Responsibilities

• Provide professional client communication within the Assetara workspace and approved tools.
• Deliver scheduled client calls and assist clients with platform navigation.
• Manage unread client threads, SLA compliance, and proactive outreach.
• Maintain accurate client notes in the CRM while avoiding unnecessary personal data.
• Identify and escalate red flags, complaints, or compliance issues per rules.

Skills

Client communication

CRM administration

Time management

Data privacy awareness

Interpersonal skills

Tools

CRM software

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist to act as the primary client contact, providing concierge-level account assistance and CRM administration via the Assetara platform.

This remote role focuses on client communication, platform navigation, SLA management, and compliant handling of client data, with strict prohibitions on providing investment advice or handling client funds.