Remote Concierge Client Support Specialist

Assetara Limited; Newcastle upon Tyne; On-site; GBP 30,000 - 38,000; Full time

Job summary

Assetara Limited in Newcastle, UK, seeks a Client Relationship & Support Specialist to provide professional, concierge-level account assistance and act as a key contact for clients on the Assetara platform.

Role focuses on client communication, CRM administration, and support services, with strict compliance and data protection requirements; this is a remote position through the Assetara platform.

Qualifications

• Strict adherence to operational, security, and compliance guidelines.
• Professional remote work discipline, time management, and availability window compliance.
• Absolute commitment to confidentiality, data protection regulations, and anti-fraud protocols.
• Must never provide personalized investment advice, promise guaranteed returns, handle client funds/private keys, or use unapproved external communication channels.

Responsibilities

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

Job description

Assetara Limited in Newcastle, UK, seeks a Client Relationship & Support Specialist to provide professional, concierge-level account assistance and act as a key contact for clients on the Assetara platform.

Role focuses on client communication, CRM administration, and support services, with strict compliance and data protection requirements; this is a remote position through the Assetara platform.