Client Relations & Concierge Support (Remote)

Assetara Limited; Washington; On-site; USD 55,000 - 90,000; Full time

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist (Phoenix Dist 9, USA) to serve as a key contact for clients via the Assetara platform. The role focuses on client communication, CRM administration, and high-level support, positioned as a remote, compliant client-facing function with no investment advisory duties.

Responsibilities include professional client communication, concierge-style platform guidance, SLA-driven queue management, and strict adherence to security and

Qualifications

• Strict adherence to operational, security, and compliance guidelines.
• Professional remote work discipline, time management, and availability window compliance.
• Confidentiality and data protection regulations must be followed.
• Do not provide personalized investment advice or handle client funds.

Responsibilities

• Client Communication: Provide professional, warm, concise communication within Assetara workspace.
• Concierge Support: Deliver scheduled client calls and assist with platform navigation.
• Queue & SLA Management: Prioritize unread threads and ensure SLA compliance.
• CRM Administration: Maintain accurate client notes in the system.
• Escalation & Compliance: Identify red flags and escalate per compliance rules.

Skills

Client communication

CRM administration

Compliance awareness

Time management

Remote work discipline

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist (Phoenix Dist 9, USA) to serve as a key contact for clients via the Assetara platform. The role focuses on client communication, CRM administration, and high-level support, positioned as a remote, compliant client-facing function with no investment advisory duties.

Responsibilities include professional client communication, concierge-style platform guidance, SLA-driven queue management, and strict adherence to security and