Client Relationship & Support Specialist — Dallas Dist 3, USA

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

Client Relationship & Support Specialist — Dallas Dist 3, USA

Job Openings Client Relationship & Support Specialist — Dallas Dist 3, USA

About the job Client Relationship & Support Specialist — Dallas Dist 3, USA

Role: Client Relationship & Support Specialist (Dallas Dist 3, USA)

Department: BROKER

About the Role:

We are looking for a dedicated Client Relationship & Support Specialist to join our team remotely through the Assetara platform. In this role, you will act as a key point of contact for our clients, providing professional, warm, and concierge-level account assistance. (Note: While the internal operational title for this function is "Broker", this role focuses entirely on client communication, CRM administration, and support services—it does not involve acting as a regulated financial broker, investment adviser, or portfolio manager.)

Key Responsibilities:

• Client Communication: Provide professional, warm, accurate, and concise communication exclusively within the official Assetara workspace and approved tools.
• Concierge Support: Deliver scheduled client calls, review portfolio context in advance, and assist clients with platform navigation while strictly adhering to compliance limits.
• Queue & SLA Management: Prioritize unread client threads, handle SLA compliance disciplines, and conduct authorized proactive outreach to clients.
• CRM Administration: Maintain accurate, timely, and complete client notes within the system without copying unnecessary personal data.
• Escalation & Compliance: Immediately identify and elevate red flags, complaints, security incidents, or matters outside authorized boundaries according to company compliance rules.

Requirements & Compliance Standards:

• Strict adherence to operational, security, and compliance guidelines (including mandatory completion of initial training and identity checks).
• Professional remote work discipline, time management, and availability window compliance.
• Absolute commitment to confidentiality, data protection regulations (handling Client Data strictly on documented instructions), and anti-fraud protocols.
• Strict Prohibitions: Must never provide personalized investment advice, promise guaranteed returns, handle client funds/private keys, or use unapproved external communication channels.