Remote Client Concierge & CRM Support Specialist

Assetara Limited; Singapore; On-site; SGD 38,000 - 52,000; Full time

Job summary

Assetara Limited is seeking a remote Client Relationship & Support Specialist to join our team through the Assetara platform. You will be a key contact for clients, delivering concierge-level account assistance and ensuring secure, compliant communications within the official workspace.

The role emphasizes client communication, CRM administration, and support services, with no regulated broker activities. Remote work discipline and strict confidentiality are essential for success.

Qualifications

• Strict adherence to operational, security, and compliance guidelines (including mandatory completion of initial training and identity checks).
• Professional remote work discipline, time management, and availability window compliance.
• Absolute commitment to confidentiality, data protection regulations, and anti-fraud protocols.
• Strict prohibitions: no personalized investment advice, no handling client funds or private keys, and no unapproved external communication channels.

Responsibilities

• Client Communication: Provide professional, warm, accurate, and concise communication within the Assetara workspace and approved tools.
• Concierge Support: Deliver scheduled client calls, review portfolio context, and assist clients with platform navigation within compliance limits.
• Queue & SLA Management: Prioritize unread client threads, uphold SLA disciplines, and conduct authorized proactive outreach to clients.
• CRM Administration: Maintain accurate client notes in the system, avoiding unnecessary personal data.
• Escalation & Compliance: Identify red flags, complaints, security incidents, or issues outside authorized boundaries per compliance rules.

Job description

Assetara Limited is seeking a remote Client Relationship & Support Specialist to join our team through the Assetara platform. You will be a key contact for clients, delivering concierge-level account assistance and ensuring secure, compliant communications within the official workspace.

The role emphasizes client communication, CRM administration, and support services, with no regulated broker activities. Remote work discipline and strict confidentiality are essential for success.