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

Assetara Limited; San Jose (IL); Remote; USD 55,000 - 75,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist (San Jose Dist 2, USA). This role focuses on client communication, CRM administration, and concierge-like support within Assetara's platform, while adhering to strict compliance.

The position is remote, with a focus on timely, professional interactions and data protection. The role emphasizes confidentiality, adherence to security guidelines, and prohibition of personalized investment advice.

Qualifications

• Strong client communication skills across official workspaces and tools.
• Experience with CRM systems and maintaining accurate client notes.
• Ability to manage multiple client threads and SLA expectations.

Responsibilities

• Provide professional, warm, and concise communication within Assetara workspace.
• Deliver scheduled client calls and assist with platform navigation.
• Prioritize unread client threads and ensure SLA compliance.
• Maintain accurate client notes in the CRM without exposing personal data.
• Identify and escalate issues in compliance-sensitive situations.

Skills

Client communication

CRM administration

Time management

Remote work discipline

Job description

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

Job Openings Client Relationship & Support Specialist — San Jose Dist 2, USA

About the job Client Relationship & Support Specialist — San Jose Dist 2, USA

Role: Client Relationship & Support Specialist (San Jose 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 ...

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.