Remote Client Relationship & Support Specialist (Edinburgh)

Assetara Limited; City of Edinburgh; On-site; GBP 30,000 - 46,000; Full time

Job summary

Assetara Limited seeks a Client Relationship & Support Specialist to join our Edinburgh-based team operations remotely via the Assetara platform. You will act as the primary contact for clients, offering concierge-level support and platform navigation help while maintaining strict compliance and data protection guidelines.

Responsibilities include client communication within approved tools, SLA-driven queue management, CRM administration, and proactive outreach.

Qualifications

• Professional remote work discipline and time management.
• Strict adherence to confidentiality and data protection.
• Compliance with security guidelines and anti-fraud protocols.

Responsibilities

• Communicate with clients professionally within Assetara workspace.
• Provide concierge support and guided platform navigation for clients.
• Manage client threads and SLA compliance; proactive outreach to clients.
• Maintain accurate client notes in the CRM without exposing sensitive data.
• Escalate red flags or compliance breaches per company rules.

Skills

Client communication

CRM administration

Remote work discipline

Time management

Data protection

Tools

Assetara platform

Job description

Assetara Limited seeks a Client Relationship & Support Specialist to join our Edinburgh-based team operations remotely via the Assetara platform. You will act as the primary contact for clients, offering concierge-level support and platform navigation help while maintaining strict compliance and data protection guidelines.

Responsibilities include client communication within approved tools, SLA-driven queue management, CRM administration, and proactive outreach.