Remote Client Relationship & CRM Specialist

Assetara Limited; Liverpool; On-site; GBP 25,000 - 38,000; Full time

Job summary

Assetara Limited seeks a dedicated Client Relationship & Support Specialist to serve clients via the Assetara workspace. The role is remote, focusing on professional client communication, concierge support, and CRM administration while strictly adhering to compliance rules.

You will handle client interactions, review portfolio context, and assist with platform navigation, ensuring SLA and security standards are met. This role forbids providing investment advice or handling client funds.

Qualifications

• Professional client communication within approved tools and platforms.
• CRM administration with accurate client notes and data handling.
• Strong awareness of compliance guidelines and data protection requirements.

Responsibilities

• Provide professional, warm, concierge-level client support within the Assetara workspace.
• Deliver client calls and assist with platform navigation while adhering to compliance limits.
• Manage client queues, SLA compliance, and proactive outreach as needed.
• Maintain accurate client notes in the CRM without unnecessary personal data.
• Identify and escalate red flags or policy breaches in line with compliance rules.

Skills

Client communication

CRM administration

Compliance awareness

Remote work discipline

Time management

Job description

Assetara Limited seeks a dedicated Client Relationship & Support Specialist to serve clients via the Assetara workspace. The role is remote, focusing on professional client communication, concierge support, and CRM administration while strictly adhering to compliance rules.

You will handle client interactions, review portfolio context, and assist with platform navigation, ensuring SLA and security standards are met. This role forbids providing investment advice or handling client funds.