Client Relations & Concierge Support Specialist — Remote

Assetara Limited; Dallas (GA); Remote; USD 50,000 - 65,000; Full time

Job summary

Assetara Limited in Dallas, USA, is seeking a Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will be the primary contact for clients, delivering concierge-level account assistance and ensuring accurate CRM notes.

This role focuses on client communication, platform navigation support, and adherence to compliance rules, with strict boundaries that exclude investment advisory or handling client funds.

Qualifications

• Proven ability to communicate professionally within approved tools.
• Experience with CRM systems and client support.
• Strong time management and confidentiality.
• Ability to identify compliance issues and escalate.

Responsibilities

• Provide professional client communications within the Assetara workspace and approved tools.
• Deliver scheduled client calls, review portfolio context, and assist with platform navigation.
• Prioritize unread client threads, manage SLA, and conduct proactive outreach.
• Maintain accurate client notes in the CRM without exposing personal data.
• Identify red flags or compliance issues and elevate them following rules.

Skills

Client communication

CRM administration

Compliance awareness

Remote work discipline

Job description

Assetara Limited in Dallas, USA, is seeking a Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will be the primary contact for clients, delivering concierge-level account assistance and ensuring accurate CRM notes.

This role focuses on client communication, platform navigation support, and adherence to compliance rules, with strict boundaries that exclude investment advisory or handling client funds.