Remote Client Relationships & Concierge Support Specialist

Assetara Limited; Manchester; On-site; GBP 26,000 - 38,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist for remote work from Manchester. You will be the primary contact for clients, handling CRM administration, platform navigation support, and concierge-level assistance while strictly adhering to compliance rules.

The role emphasizes professional remote work discipline, timely responses, safeguarding client data, and escalation of issues in line with company policies.

Qualifications

• Provide professional, warm, and concise communication within the Assetara workspace.
• Maintain accurate client notes with minimal personal data.
• Adhere to security, compliance, and confidentiality guidelines.

Responsibilities

• Provide professional client communication within the Assetara workspace.
• Deliver concierge support and assist clients with platform navigation.
• Manage unread client threads and SLA compliance; proactive outreach.
• Maintain accurate client notes in CRM with appropriate data.
• Escalate red flags and compliance-related matters per rules.

Skills

Client communication

CRM administration

Time management

Remote work discipline

Compliance awareness

CRM software

Tools

CRM software

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist for remote work from Manchester. You will be the primary contact for clients, handling CRM administration, platform navigation support, and concierge-level assistance while strictly adhering to compliance rules.

The role emphasizes professional remote work discipline, timely responses, safeguarding client data, and escalation of issues in line with company policies.