Client Relationship & Support Specialist — San Jose Dist 5, USA

Assetara Limited; San Jose (IL); Teletrabalho; USD 60 000 - 90 000; Tempo integral

Resumo da oferta

Assetara Limited in the United States is seeking a dedicated Client Relationship & Support Specialist to join our team remotely through the Assetara platform. You will serve as a key point of contact for clients, providing professional, warm, and concierge-level account assistance.

The role focuses on client communication, CRM administration, and support services, while avoiding regulated financial brokerage functions.

Qualificações

• Excellent written and verbal communication skills.
• Experience with CRM systems and client data handling.
• Strong time management and self-discipline for remote work.

Responsabilidades

• 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 adhering to compliance limits.
• Queue & SLA Management: Prioritize unread client threads, handle SLA compliance, and conduct authorized proactive outreach to clients.
• CRM Administration: Maintain accurate, timely client notes within the system while avoiding unnecessary personal data.
• Escalation & Compliance: Identify and escalate red flags, complaints, security incidents, or matters outside authorized boundaries per company rules.

Conhecimentos

Client communication

CRM administration

Time management

Remote work discipline

Compliance awareness

Descrição da oferta de emprego

Client Relationship & Support Specialist — San Jose Dist 5, USA

Job Openings Client Relationship & Support Specialist — San Jose Dist 5, USA

About the job Client Relationship & Support Specialist — San Jose Dist 5, USA

Role: Client Relationship & Support Specialist (San Jose Dist 5, 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 escape 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.