Client Concierge & Support Specialist — Remote

Assetara Limited; Hong Kong; On-site; HKD 200,880 - 334,800; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will be a key contact for clients, delivering concierge-level account assistance, handling CRM notes, and supporting platform navigation while adhering to compliance.

The role emphasizes client communication, CRM administration, SLA management, and strict data protection. It requires professional remote discipline and robust confidentiality practices.

Qualifications

• Familiar with professional remote client support and CRM processes.
• Ability to maintain accurate client notes and data privacy.

Responsibilities

• Provide professional client communication within Assetara workspace and approved tools.
• Deliver scheduled client calls and assist with platform navigation while complying with rules.
• Prioritize unread client threads, manage SLA compliance, and conduct proactive outreach.
• Maintain accurate client notes in the CRM without copying personal data.
• Identify and escalate red flags or security/compliance matters to the appropriate channels.

Skills

Client communication

CRM administration

Concierge support

Escalation & compliance

Tools

CRM systems

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will be a key contact for clients, delivering concierge-level account assistance, handling CRM notes, and supporting platform navigation while adhering to compliance.

The role emphasizes client communication, CRM administration, SLA management, and strict data protection. It requires professional remote discipline and robust confidentiality practices.