Remote Client Relationship & Support Specialist

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

Job summary

Assetara Limited seeks a dedicated Client Relationship & Support Specialist to join the team remotely for Liverpool Dist 7, UK. You will act as a key contact for clients, manage CRM data, and provide concierge-level platform support while adhering to compliance rules.

The role emphasizes professional communication, SLA-driven task management, and strict confidentiality, with a focus on platform navigation and issue escalation when needed.

Qualifications

• Demonstrates professional client communication within approved channels.
• Manages client information accurately in the CRM.
• Maintains high standards of remote-work discipline and time management.
• Understands compliance and security guidelines for client interactions.
• Able to identify and escalate issues per policy.

Responsibilities

• Provide professional client communication within the Assetara workspace and tools.
• Deliver concierge-level support and platform navigation assistance to clients.
• Prioritize unread client threads and ensure SLA compliance.
• Maintain accurate client notes in the CRM without exposing sensitive data.
• Identify red flags or compliance breaches and escalate as required.

Skills

Client communication

CRM administration

Remote work discipline

Compliance awareness

Escalation handling

Tools

CRM software

Job description

Assetara Limited seeks a dedicated Client Relationship & Support Specialist to join the team remotely for Liverpool Dist 7, UK. You will act as a key contact for clients, manage CRM data, and provide concierge-level platform support while adhering to compliance rules.

The role emphasizes professional communication, SLA-driven task management, and strict confidentiality, with a focus on platform navigation and issue escalation when needed.