Remote Client Concierge & CRM Specialist

Assetara Limited; Hong Kong; On-site; HKD 180,000 - 240,000; Full time

Job summary

Assetara Limited is hiring a Client Relationship & Support Specialist in Hong Kong. The role focuses on client communication, CRM administration, and support services through the Assetara platform.

You will act as a key contact for clients while upholding strict compliance and security standards. Responsibilities include conducting client calls, guiding platform usage, prioritizing unread threads, maintaining accurate CRM notes, and escalating red flags per policy.

Qualifications

• Strict adherence to operational, security and compliance guidelines.
• Professional remote work discipline and time management.
• Confidential handling of client data and anti-fraud practices.
• No provision of personalized investment advice or unapproved channels.

Responsibilities

• Provide professional, warm, concierge-level client communication within the Assetara workspace.
• Deliver scheduled client calls and assist with platform navigation while respecting compliance limits.
• Manage client threads and SLA compliance; perform authorized proactive outreach.
• Maintain accurate client notes in the CRM with appropriate data.

Skills

Client communication

CRM administration

Escalation management

Compliance awareness

Remote work discipline

Time management

Data privacy awareness

Tools

CRM system

Job description

Assetara Limited is hiring a Client Relationship & Support Specialist in Hong Kong. The role focuses on client communication, CRM administration, and support services through the Assetara platform.

You will act as a key contact for clients while upholding strict compliance and security standards. Responsibilities include conducting client calls, guiding platform usage, prioritizing unread threads, maintaining accurate CRM notes, and escalating red flags per policy.