Remote Client Relationship & Support Specialist

Assetara Limited; City of Edinburgh; On-site; GBP 22,000 - 28,000; Full time

Job summary

Assetara Limited is seeking a remote Client Relationship & Support Specialist to serve as the main client contact via the Assetara platform. The role focuses on CRM administration, client communications, and concierge support, with no regulated broker duties.

You will manage client interactions, assist with platform navigation, and uphold strict compliance and data-protection standards while coordinating with the BROKER department.

Qualifications

• Adhere to security and compliance guidelines.
• Complete initial training and identity checks.
• Maintain confidentiality and data protection.
• Demonstrate time management and availability window discipline.

Responsibilities

• Provide professional, warm, and concise communication within the Assetara workspace.
• Deliver scheduled client calls and assist clients with platform navigation.
• Prioritize unread client threads and manage SLA commitments.
• Maintain accurate client notes within the CRM and avoid unnecessary personal data.
• Escalate red flags or security/compliance issues per policy.

Skills

Client communication

CRM administration

Concierge support

Compliance awareness

Remote work discipline

Job description

Assetara Limited is seeking a remote Client Relationship & Support Specialist to serve as the main client contact via the Assetara platform. The role focuses on CRM administration, client communications, and concierge support, with no regulated broker duties.

You will manage client interactions, assist with platform navigation, and uphold strict compliance and data-protection standards while coordinating with the BROKER department.