Client Relationship & Support Specialist — Dallas Dist 5, USA

Assetara Limited; Dallas (GA); Remote; USD 50,000 - 70,000; Full time

Job summary

Assetara Limited seeks a Client Relationship & Support Specialist to work remotely from Dallas District 5, USA. The role focuses on client communication, CRM administration, and support services within the Assetara platform, not on regulated brokerage services.

Responsibilities include client calls, platform guidance, SLA management, and escalation of compliance issues, with strict data protection and anti-fraud protocols.

Qualifications

• Strict adherence to operational, security, and compliance guidelines.
• Professional remote work discipline, time management, and availability window compliance.
• Absolute commitment to confidentiality, data protection regulations, and anti-fraud protocols.
• Strict prohibitions: no personalized investment advice, no handling client funds, no unapproved external channels.

Responsibilities

• Provide professional, warm, accurate, and concise client communication within the Assetara workspace and approved tools.
• Deliver scheduled client calls, review portfolio context in advance, and assist clients with platform navigation while adhering to compliance limits.
• Prioritize unread client threads, manage SLA compliance, and conduct authorized proactive outreach to clients.
• Maintain accurate, timely client notes within the CRM without copying unnecessary personal data.
• Identify and escalate red flags, complaints, security incidents, or matters outside authorized boundaries per company rules.

Job description

Client Relationship & Support Specialist — Dallas Dist 5, USA

Job Openings Client Relationship & Support Specialist — Dallas Dist 5, USA

About the job Client Relationship & Support Specialist — Dallas Dist 5, USA

Role: Client Relationship & Support Specialist (Dallas Dist 5, 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 escalation 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.