Remote Client Relations & Support Specialist

Assetara Limited; Bristol; On-site; GBP 26,000 - 38,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our Bristol-based team remotely via the Assetara platform. You will be the primary contact for clients, delivering concierge-level account assistance and ensuring smooth platform navigation.

This role focuses on client communication, CRM administration, and strict adherence to compliance, data protection, and anti-fraud protocols, without providing investment advice or handling client funds.

Qualifications

• Experience in client relationship and support roles.
• Ability to communicate professionally in a remote environment.
• Knowledge of CRM systems and data handling.
• Strict adherence to compliance and security guidelines.
• Must not provide investment advice or handle client funds.

Responsibilities

• Communicate professionally with clients within the Assetara workspace.
• Provide concierge-level support and platform navigation.
• Manage client queues and SLA compliance.
• Maintain accurate client CRM notes.
• Escalate red flags per compliance rules.

Skills

Client communication

CRM administration

Queue & SLA management

Escalation handling

Confidentiality & compliance

Tools

CRM software

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our Bristol-based team remotely via the Assetara platform. You will be the primary contact for clients, delivering concierge-level account assistance and ensuring smooth platform navigation.

This role focuses on client communication, CRM administration, and strict adherence to compliance, data protection, and anti-fraud protocols, without providing investment advice or handling client funds.