Remote Client Relations & Support Specialist

Assetara Limited; Newcastle upon Tyne; On-site; GBP 27,000 - 36,000; Full time

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist to work remotely within the Newcastle District 8, UK region. The role focuses on client communication, CRM administration, and concierge-level support through the Assetara platform.

You will handle client interactions, review portfolio context, and assist users with platform navigation while strictly adhering to compliance and data protection guidelines. The position emphasizes confidentiality and anti-fraud controls.

Qualifications

• Strong client communication skills and a professional demeanor.
• Experience with CRM platforms and maintaining client records.
• Solid understanding of compliance and data protection requirements.
• Excellent time management and ability to work remotely with discipline.

Responsibilities

• Provide professional, warm communication within Assetara workspace and approved tools.
• Deliver scheduled client calls and assist with platform navigation.
• Manage unread client threads, SLA compliance, and proactive outreach.
• Maintain accurate client notes in the CRM without exposing sensitive data.
• Identify and escalate red flags or compliance breaches as needed.

Skills

Client communication

CRM administration

Compliance awareness

Time management

Tools

CRM software

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist to work remotely within the Newcastle District 8, UK region. The role focuses on client communication, CRM administration, and concierge-level support through the Assetara platform.

You will handle client interactions, review portfolio context, and assist users with platform navigation while strictly adhering to compliance and data protection guidelines. The position emphasizes confidentiality and anti-fraud controls.