Remote Client Success & Concierge Support Specialist

Assetara Limited; Birmingham; On-site; GBP 32,000 - 46,000; Full time

Job summary

Assetara Limited in Birmingham seeks a dedicated Client Relationship & Support Specialist to serve as a key contact for clients on the Assetara platform. The role focuses on client communication, CRM administration, and concierge-level support, while not providing regulated financial advice.

You will conduct scheduled client calls, help with platform navigation, manage SLAs, and escalate issues per compliance rules, maintaining strict data protection and anti-fraud protocols.

Responsibilities

• Client Communication: Provide professional, warm, accurate, and concise communication exclusively within the official Assetara workspace and approved tools.
• Concierge Support: Deliver scheduled client calls, review portfolio context in advance, and assist clients with platform navigation while strictly adhering to compliance limits.
• Queue & SLA Management: Prioritize unread client threads, handle SLA compliance disciplines, and conduct authorized proactive outreach to clients.
• CRM Administration: Maintain accurate, timely, and complete client notes within the system without copying unnecessary personal data.
• Escalation & Compliance: Immediately identify and escalate red flags, complaints, security incidents, or matters outside authorized boundaries according to company compliance rules.

Job description

Assetara Limited in Birmingham seeks a dedicated Client Relationship & Support Specialist to serve as a key contact for clients on the Assetara platform. The role focuses on client communication, CRM administration, and concierge-level support, while not providing regulated financial advice.

You will conduct scheduled client calls, help with platform navigation, manage SLAs, and escalate issues per compliance rules, maintaining strict data protection and anti-fraud protocols.