Remote Client Relationship & Concierge Support Specialist

Assetara Limited; Glasgow; On-site; GBP 25,000 - 35,000; Full time

Job summary

Assetara Limited in Glasgow, UK, seeks a dedicated Client Relationship & Support Specialist to work remotely via the Assetara platform. The role focuses on client communication, CRM administration, and support services, not on regulated advisory activities.

You will handle scheduled client calls, review portfolio context, and assist clients with platform navigation while adhering to compliance rules and data protection standards.

Qualifications

• Experience handling client communications and relationship management.
• Familiarity with CRM platforms and client data handling.
• Ability to identify red flags and escalate within compliance rules.

Responsibilities

• Provide professional client communication within Assetara workspace and approved tools.
• Deliver concierge support with scheduled calls and platform navigation.
• Prioritize unread client threads, manage SLA adherence, proactive outreach.
• Maintain accurate client notes in CRM with privacy in mind.
• Identify and escalate security or compliance issues per rules.

Skills

Client communication

CRM administration

Escalation & compliance

Queue & SLA management

Remote collaboration

Tools

CRM software

Job description

Assetara Limited in Glasgow, UK, seeks a dedicated Client Relationship & Support Specialist to work remotely via the Assetara platform. The role focuses on client communication, CRM administration, and support services, not on regulated advisory activities.

You will handle scheduled client calls, review portfolio context, and assist clients with platform navigation while adhering to compliance rules and data protection standards.