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

Assetara Limited; San Jose (IL); Remote; USD 55,000 - 90,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will be the primary client contact, delivering concierge-level account assistance and CRM administration, while ensuring compliance and data protection.

The role emphasizes professional remote client communication, SLA management, and collaboration with the BROKER department to maintain high-quality service without providing investment advice.

Qualifications

• Experience in client relationship or support roles.
• Ability to communicate professionally in a remote setting.
• Familiarity with CRM systems and data privacy.
• Knowledge of compliance and information security basics.

Responsibilities

• Communicate with clients professionally within Assetara workspace.
• Provide concierge-style platform navigation support.
• Manage unread threads, SLA adherence, and proactive outreach.
• Maintain accurate client notes in the CRM.
• Identify red flags and escalate according to compliance rules.

Skills

Client communication

Concierge support

CRM administration

SLA management

Compliance awareness

Tools

CRM software

Job description

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

Job Openings Client Relationship & Support Specialist — San Jose Dist 3, USA

About the job Client Relationship & Support Specialist — San Jose Dist 3, USA

Role: Client Relationship & Support Specialist (San Jose 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.