Client Relationship & Support Specialist — Houston Dist 2, USA

Assetara Limited; Houston (MS); À distance; USD 50 000 - 80 000; Plein temps

Résumé du poste

Assetara Limited seeks a Client Relationship & Support Specialist to manage client communications and platform navigation remotely from the USA. The role emphasizes concierge-level service while adhering to compliance, data protection, and anti-fraud protocols.

Key responsibilities include CRM administration, SLA management, and escalation of issues within approved channels. This position focuses on client service rather than regulated financial advice.

Qualifications

• Proficient client communication within secure platforms.
• Experience with CRM administration and client data handling.
• Familiarity with escalation processes and compliance requirements.

Responsabilités

• Provide professional, warm client communication within Assetara workspace.
• Deliver concierge-style support and platform navigation assistance.
• Prioritize unread client threads and ensure SLA compliance.
• Maintain accurate client notes in the CRM without exposing personal data.
• Identify and escalate red flags or security issues per compliance rules.

Connaissances

Client communication

CRM administration

Escalation & compliance

SLA & queue management

Remote work discipline

Outils

CRM software

Description du poste

Client Relationship & Support Specialist — Houston Dist 2, USA

Job Openings Client Relationship & Support Specialist — Houston Dist 2, USA

About the job Client Relationship & Support Specialist — Houston Dist 2, USA

Role: Client Relationship & Support Specialist (Houston Dist 2, 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.