Client Relationship & Support Specialist — Dallas, USA

Assetara Limited; Dallas (GA); Remote; USD 60,000 - 90,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist for remote work based in Dallas, USA. This role focuses on client communication, CRM administration, and concierge-level support within the Assetara ecosystem.

You will handle client interactions, assist with platform navigation, and ensure strict adherence to security and compliance policies. Remote work discipline and confidentiality are essential for success in this role.

Qualifications

• Strong client-facing communication and professional tone.
• Experience handling CRM notes with accuracy and discretion.
• Ability to work remotely and manage time effectively.

Responsibilities

• Provide professional communication only within Assetara workspace and approved tools.
• Deliver concierge-level support, including scheduled calls and platform navigation guidance.
• Manage unread threads, SLA adherence, and proactive client outreach.
• Maintain accurate client notes in the CRM, avoiding sensitive personal data.
• Identify and escalate red flags or compliance issues per company rules.

Skills

Client communication

CRM administration

Customer support

Compliance & security

Tools

CRM software

Job description

Client Relationship & Support Specialist — Dallas, USA

Job Openings Client Relationship & Support Specialist — Dallas, USA

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

Role: Client Relationship & Support Specialist (Dallas, 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 escalate 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.