Remote Client Concierge & CRM Specialist

Assetara Limited; Hong Kong; Remote; HKD 420,000 - 540,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist for Hong Kong Dist 9, working remotely via the Assetara platform. You will be the main contact for clients, providing professional, warm support and concierge-level account assistance while adhering to strict compliance rules.

Role focuses on client communication, CRM administration, and support services, avoiding regulated brokerage activities.

Qualifications

• Professional client communication
• CRM note taking with data protection
• Concierge level client support
• Manage unread threads and SLA adherence
• Identify and escalate compliance issues

Responsibilities

• Provide professional, warm, and concierge-level client communication within Assetara workspace.
• Deliver scheduled client calls and assist clients with platform navigation while respecting compliance limits.
• Prioritize unread client threads, manage SLA, and conduct proactive outreach to clients.
• Maintain accurate client notes in the CRM without collecting unnecessary personal data.
• Identify red flags, complaints, security incidents, or matters beyond authorized boundaries and escalate appropriately.

Skills

Client communication

CRM administration

Concierge support

Queue & SLA management

Compliance awareness

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist for Hong Kong Dist 9, working remotely via the Assetara platform. You will be the main contact for clients, providing professional, warm support and concierge-level account assistance while adhering to strict compliance rules.

Role focuses on client communication, CRM administration, and support services, avoiding regulated brokerage activities.