Client Relationship & Support Specialist — Dallas Dist 4, USA

Assetara Limited; Dallas (GA); Remote; USD 55,000 - 85,000; Full time

Job summary

Assetara Limited is seeking a remote Client Relationship & Support Specialist to serve as the primary contact for clients within the Assetara workspace. The role emphasizes professional, concierge-level account assistance, CRM administration, and adherence to strict compliance guidelines while avoiding regulated financial activities.

The position focuses on client communication, platform navigation support, and proactive outreach, with remote work discipline and strong data protection practices

Qualifications

• Adhere to strict operational, security, and compliance guidelines.
• Professional remote work discipline and time management.
• Protect confidentiality and data according to regulations.

Responsibilities

• Client Communication: Provide professional, warm, accurate communication exclusively within the Assetara workspace and approved tools.
• Concierge Support: Deliver scheduled client calls, review portfolio context in advance, and assist clients with platform navigation while complying with limits.
• Queue & SLA Management: Prioritize unread client threads, uphold SLA disciplines, and conduct authorized proactive outreach to clients.
• CRM Administration: Maintain accurate client notes within the system without copying unnecessary personal data.
• Escalation & Compliance: Identify red flags, complaints, or security incidents and elevate them per company rules.

Skills

Client communication

CRM administration

Remote work discipline

Job description

Client Relationship & Support Specialist — Dallas Dist 4, USA

Job Openings Client Relationship & Support Specialist — Dallas Dist 4, USA

About the job Client Relationship & Support Specialist — Dallas Dist 4, USA

Role: Client Relationship & Support Specialist (Dallas Dist 4, 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.