Remote Client Concierge & CRM Specialist

Assetara Limited; Singapore; Presencial; SGD 45 000 - 60 000; Tempo integral

Resumo da oferta

Assetara Limited is seeking a Client Relationship & Support Specialist to work remotely via the Assetara platform from Singapore. You will be the primary contact for clients, providing concierge-level account assistance and maintaining accurate client notes in the CRM.

The role focuses on client communication, CRM administration, and support services—strictly not a regulated broker or investment adviser. Requires remote work discipline and strict data protection compliance.

Qualificações

• Experience delivering remote client support and communications.
• Familiarity with CRM platforms and data privacy requirements.
• Ability to identify red flags and escalate per policy.

Responsabilidades

• Communicate professionally within the Assetara workspace and approved tools.
• Conduct concierge-level client calls and assist with platform navigation while following compliance guidelines.
• Prioritize unread client threads, uphold SLA discipline, and perform authorized proactive outreach.

Conhecimentos

Client communication

CRM administration

Compliance & security awareness

SLA management

Escalation handling

Ferramentas

CRM system

Descrição da oferta de emprego

Assetara Limited is seeking a Client Relationship & Support Specialist to work remotely via the Assetara platform from Singapore. You will be the primary contact for clients, providing concierge-level account assistance and maintaining accurate client notes in the CRM.

The role focuses on client communication, CRM administration, and support services—strictly not a regulated broker or investment adviser. Requires remote work discipline and strict data protection compliance.