Remote Client Success & Concierge Specialist

Assetara Limited; Bristol; On-site; GBP 28,000 - 40,000; Full time

Job summary

Assetara Limited in Bristol, UK, is seeking a dedicated Client Relationship & Support Specialist to serve as the primary contact for clients within the Assetara workspace. This remote role focuses on CRM administration, client communication, and concierge-level support to ensure a seamless user experience.

You will conduct scheduled client calls, review portfolio context in advance, and assist clients with navigating the platform while strictly adhering to compliance rules.

Qualifications

• Professional remote work discipline and time management.
• Confidentiality and data protection compliance are mandatory.
• Must not provide personalized investment advice or handle client funds.

Responsibilities

• Provide professional, concise client communication exclusively within the Assetara workspace and approved tools.
• Deliver scheduled client calls and assist with platform navigation within compliance limits.
• Prioritize unread client threads, manage SLA disciplines, and perform proactive outreach as needed.
• Maintain accurate client notes within the CRM without copying sensitive data.
• Identify and escalate red flags, complaints, or security incidents per policy.

Skills

Client communication

CRM administration

Escalation handling

SLA management

Compliance awareness

Tools

CRM software

Job description

Assetara Limited in Bristol, UK, is seeking a dedicated Client Relationship & Support Specialist to serve as the primary contact for clients within the Assetara workspace. This remote role focuses on CRM administration, client communication, and concierge-level support to ensure a seamless user experience.

You will conduct scheduled client calls, review portfolio context in advance, and assist clients with navigating the platform while strictly adhering to compliance rules.