Client Relationship & Support Specialist — San Diego Dist 7, USA

Assetara Limited; San Diego (TX); Presencial; USD 60 000 - 80 000; Tempo integral

Resumo da oferta

Assetara Limited is seeking a Client Relationship & Support Specialist to serve as the primary client contact, delivering concierge-level account assistance and CRM administration from a remote setting.

You will guide clients through the Assetara platform, conduct scheduled calls, and troubleshoot queries while strictly adhering to compliance rules. The role emphasizes confidentiality and proper data handling.

Qualificações

• Ability to communicate clearly and professionally within the Assetara workspace.
• Experience with CRM systems and documenting client interactions.
• Ability to manage SLAs and prioritize unread client threads.
• Familiarity with data protection and anti-fraud protocols.
• Strong time management for remote work.

Responsabilidades

• Provide professional, warm, concierge-level client support within approved tools.
• Schedule client calls and assist with platform navigation.
• Prioritize client threads, monitor SLAs, and perform proactive outreach.
• Maintain accurate client notes without exposing personal data.
• Escalate red flags and compliance issues per policy.

Conhecimentos

Client communication

CRM administration

SLA management

Compliance awareness

Remote work discipline

Descrição da oferta de emprego

About the job Client Relationship & Support Specialist - San Diego Dist 7, 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.