Client Concierge & CRM Specialist (Remote)

Assetara Limited; San Antonio (FL); On-site; USD 50,000 - 75,000; Full time

Job summary

Assetara Limited in the USA is seeking a dedicated Client Relationship & Support Specialist (San Antonio Dist 5, USA) to act as a key contact for clients and provide concierge-level account assistance via the Assetara platform.

This remote role focuses on client communication, CRM administration, and support, while strict compliance and data-protection rules apply; you will not provide investment advice or handle funds.

Qualifications

• Must adhere to strict operational, security and compliance guidelines.
• Professional remote work discipline, time management and availability.
• Maintain confidentiality and comply with data protection and anti-fraud protocols.
• Must never provide personalized investment advice or handle client funds.

Responsibilities

• Provide professional, warm, concierge-level account assistance within the official Assetara workspace.
• Conduct scheduled client calls and help navigate the platform.
• Prioritize unread client threads and ensure SLA compliance.
• Maintain accurate client notes in CRM and avoid unnecessary personal data.
• Identify and escalate red flags or compliance issues per rules.

Skills

Client communication

CRM administration

SLA management

Remote work discipline

Tools

Assetara platform

Job description

Assetara Limited in the USA is seeking a dedicated Client Relationship & Support Specialist (San Antonio Dist 5, USA) to act as a key contact for clients and provide concierge-level account assistance via the Assetara platform.

This remote role focuses on client communication, CRM administration, and support, while strict compliance and data-protection rules apply; you will not provide investment advice or handle funds.