Client Concierge & CRM Specialist (Remote)

Assetara Limited; Dallas (GA); On-site; USD 34,000 - 62,000; Full time

Job summary

Assetara Limited is seeking a remote Client Relationship & Support Specialist (Dallas, USA) to serve as a primary contact for clients through the Assetara platform. You will provide concierge-level support, guide clients through the platform, and manage communications within approved tools.

In this Independent Contractor role, you will handle CRM notes, monitor queues, and escalate any red flags in accordance with compliance rules, while maintaining strict confidentiality and data protection

Qualifications

• Excellent communication skills with clients.
• Experience with CRM systems and maintaining notes accurately.
• Strong understanding of security, confidentiality, and data protection.
• Ability to work independently with strict adherence to training and identity checks.

Responsibilities

• Communicate with clients professionally within Assetara workspace and approved tools.
• Provide concierge support, guide clients through platform navigation, and schedule calls.
• Manage unread threads, SLA compliance, and proactive client outreach.
• Maintain client notes accurately in the CRM without exposing personal data.
• Identify and escalate red flags or compliance issues per company rules.

Skills

Client communication

CRM administration

Compliance

Remote work discipline

Tools

CRM software

Assetara workspace

Job description

Assetara Limited is seeking a remote Client Relationship & Support Specialist (Dallas, USA) to serve as a primary contact for clients through the Assetara platform. You will provide concierge-level support, guide clients through the platform, and manage communications within approved tools.

In this Independent Contractor role, you will handle CRM notes, monitor queues, and escalate any red flags in accordance with compliance rules, while maintaining strict confidentiality and data protection