Client Relationship & Support Specialist — San Diego Dist 2, USA

Assetara Limited; San Diego (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist for remote work in the USA. You will be a key contact for clients, delivering concierge-level account assistance, CRM maintenance, and platform navigation support.

Role emphasizes strict adherence to security, compliance, and data protection, with no investment advice or handling of client funds. Excellent communication and time management are essential for success.

Qualifications

• Strict adherence to operational, security, and compliance guidelines.
• Professional remote work discipline and time management.
• Confidential handling of client data and anti-fraud protocols.
• No provision of personalized investment advice or unapproved channels.

Responsibilities

• Provide professional, warm client communication within the Assetara workspace.
• Deliver concierge-level support and assist with platform navigation.
• Manage client threads and SLA compliance with proactive outreach.
• Maintain accurate client notes in the CRM and avoid unnecessary data.
• Identify red flags or compliance issues and escalate accordingly.

Skills

Client communication

CRM administration

Support services

Time management

Compliance

Tools

CRM software

Job description

About the job Client Relationship & Support Specialist — San Diego 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 escape 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.