Client Concierge & Support Specialist (Remote)

Assetara Limited; Houston (MS); On-site; USD 50,000 - 65,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to work remotely from Houston Dist 2, USA. You will be the main client contact, providing concierge-level support, platform navigation help, and strict compliance adherence within the Assetara workspace.

The role emphasizes CRM administration, timely communication, and proactive issue identification. A compliant, confidential, remote work practice is essential for success in this position.

Qualifications

• Must communicate professionally within the official Assetara workspace and approved tools.
• Ability to manage CRM notes accurately and maintain client context.
• Strong time management and discipline for remote work.

Responsibilities

• Provide professional, warm communication with clients exclusively in Assetara workspace.
• Deliver concierge-style support and assist clients with platform navigation while following compliance rules.
• Prioritize unread client threads, manage SLA compliance, and perform proactive outreach to clients.
• Maintain accurate client notes in the CRM without exposing personal data.
• Identify red flags or compliance breaches and escalate according to rules.

Skills

Client communication

CRM administration

Remote work discipline

Time management

Tools

Assetara platform

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to work remotely from Houston Dist 2, USA. You will be the main client contact, providing concierge-level support, platform navigation help, and strict compliance adherence within the Assetara workspace.

The role emphasizes CRM administration, timely communication, and proactive issue identification. A compliant, confidential, remote work practice is essential for success in this position.