Remote Client Relations & Concierge Support Specialist

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

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist for remote work in Hong Kong. You will act as a primary contact, handling client communication, CRM administration, and concierge-level support within the Assetara platform.

You will deliver scheduled client calls, review portfolio context in advance, and help clients navigate the platform while strictly adhering to compliance limits. The role emphasizes confidentiality and anti-fraud protocols.

Qualifications

• Experience in client relationship management.
• Experience with CRM platforms and maintaining client notes.
• Ability to work remotely with disciplined time management.

Responsibilities

• Provide professional, warm, and concierge-level client communication within Assetara workspace.
• Deliver scheduled client calls and assist with platform navigation while adhering to compliance.
• Prioritize unread threads, manage SLA compliance, and conduct proactive client outreach.
• Maintain accurate client notes in the CRM while safeguarding data privacy.
• Identify and escalate red flags or incidents per compliance rules.

Skills

Client communication

CRM administration

Escalation handling

Tools

CRM software

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist for remote work in Hong Kong. You will act as a primary contact, handling client communication, CRM administration, and concierge-level support within the Assetara platform.

You will deliver scheduled client calls, review portfolio context in advance, and help clients navigate the platform while strictly adhering to compliance limits. The role emphasizes confidentiality and anti-fraud protocols.