Client Relationship & Support Specialist — San Diego Dist 6, USA

Assetara Limited; San Diego (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Assetara Limited in San Diego, USA, seeks a Client Relationship & Support Specialist to handle client communication and CRM tasks remotely on the Assetara platform. This role focuses on concierge-level support, platform navigation, and compliant client engagement.

You will manage client interactions, ensure SLA adherence, and escalate issues in line with company rules while maintaining data confidentiality and security standards.

Qualifications

• Must follow strict operational, security, and compliance guidelines.
• Professional remote work discipline and time management.
• Confidential handling of client data and anti-fraud protocols.
• No personalized investment advice, guaranteed returns, or handling client funds.

Responsibilities

• Provide professional, warm, and concierge-level client communication within the Assetara workspace and approved tools.
• Deliver scheduled client calls, review portfolio context, and assist clients with platform navigation.
• Prioritize unread client threads, maintain SLA compliance, and perform proactive client outreach as appropriate.
• Maintain accurate, timely client notes in the CRM without copying personal data.
• Identify and escalate red flags, complaints, security incidents, or matters outside authorized boundaries per compliance rules.

Skills

Client communication

CRM administration

Concierge support

SLA management

Compliance awareness

Escalation handling

Job description

About the job Client Relationship & Support Specialist — San Diego Dist 6, 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 elevate 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.