Client Relationship & Support Specialist — Los Angeles Dist 2, USA

Assetara Limited; Los Angeles (TX); Remote; USD 55,000 - 75,000; Full time

Job summary

Assetara Limited in the United States is seeking a dedicated Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will be the primary point of contact for clients, handling inquiries and guiding platform usage.

Work from a remote setup in Los Angeles District 2 with responsibilities including professional communication, CRM note-keeping, SLA management, and escalation when needed, all while upholding compliance and data protection standards.

Responsibilities

• Client communication: Provide professional, warm, accurate, and concise communication within the Assetara workspace.
• Concierge support: Conduct scheduled client calls and assist with platform navigation while adhering to compliance limits.
• Queue & SLA management: Prioritize unread threads, maintain SLA discipline, and perform proactive outreach.
• CRM administration: Maintain accurate client notes in the system with privacy in mind.
• Escalation & compliance: Identify red flags or incidents and escalate according to company rules.

Job description

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

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

Role: Client Relationship & Support Specialist (Los Angeles 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.