Remote Client Relations & Support Specialist

Assetara Limited; City of Edinburgh; On-site; GBP 26,000 - 38,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our Edinburgh-based team remotely via the Assetara platform. You will be the key contact for clients, delivering professional, concierge-grade account support and ensuring a smooth platform experience.

This role focuses on client communication within the official Assetara workspace, CRM administration, and high-standard service, while strictly avoiding any investment advice or handling funds.

Qualifications

• Professional remote work discipline and time management.
• Confidentiality and data protection compliance.
• Do not provide personalized investment advice or handle client funds.

Responsibilities

• Provide professional client communication within the Assetara workspace.
• Deliver concierge-level support and assist clients with platform navigation.
• Manage client queues, SLAs, and proactive outreach within compliance rules.
• Maintain accurate client notes in CRM without exposing personal data.
• Identify and escalate red flags or compliance issues as required.

Skills

Client communication

CRM administration

Tools

CRM software

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our Edinburgh-based team remotely via the Assetara platform. You will be the key contact for clients, delivering professional, concierge-grade account support and ensuring a smooth platform experience.

This role focuses on client communication within the official Assetara workspace, CRM administration, and high-standard service, while strictly avoiding any investment advice or handling funds.