Client Relationship & Support Specialist — San Diego Dist 3, USA

Assetara Limited; San Diego (TX); On-site; USD 60,000 - 85,000; Full time

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist to work remotely from the San Diego area. You will serve as the primary contact for clients, perform CRM administration, and provide concierge-level support through the Assetara platform.

The role emphasizes professional, compliant communication, adherence to security rules, and careful handling of client data, with strict prohibition on providing investment advice or handling funds.

Qualifications

• Must complete initial training and identity checks.
• Strict confidentiality and data protection compliance required.
• Strong remote-work discipline and time management expected.

Responsibilities

• Provide professional client communication within the Assetara workspace.
• Deliver scheduled client calls and assist with platform navigation.
• Prioritize unread client threads and manage SLA compliance.
• Maintain accurate client notes in CRM without exposing personal data.
• Identify red flags and escalate compliance issues promptly.

Skills

Client communication

CRM administration

Time management

Compliance awareness

Confidentiality

Tools

CRM software

Assetara platform

Job description

About the job Client Relationship & Support Specialist — San Diego Dist 3, 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.