Remote Client Relations & CRM Specialist (Singapore)

Assetara Limited; Singapore; On-site; SGD 42,000 - 54,000; Full time

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist to join remotely from Singapore. This role focuses on client communication, CRM administration, and concierge-level support within the Assetara platform, without engaging in regulated financial brokerage activities.

Key duties include professional client communication, scheduled calls, platform navigation assistance, SLA management, and strict adherence to privacy and compliance rules.

Qualifications

• Experience delivering professional, concierge-level client support.
• Ability to manage client communications within approved Assetara workspace.
• Knowledge of CRM practices and maintaining accurate client notes.
• Commitment to data protection, confidentiality, and anti-fraud controls.

Responsibilities

• Provide professional client communication within the Assetara workspace.
• Deliver scheduled client calls and assist with platform navigation.
• Manage unread threads, SLA adherence, and proactive outreach.
• Maintain client notes in the CRM, avoiding unnecessary personal data.
• Escalate red flags or compliance issues per company rules.

Skills

Customer service

CRM administration

Communication skills

Remote work discipline

Platform navigation

Tools

Assetara platform

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist to join remotely from Singapore. This role focuses on client communication, CRM administration, and concierge-level support within the Assetara platform, without engaging in regulated financial brokerage activities.

Key duties include professional client communication, scheduled calls, platform navigation assistance, SLA management, and strict adherence to privacy and compliance rules.