Client Relationship & Support Specialist — San Jose Dist 9, USA

Assetara Limited; San Jose (IL); Remote; USD 55,000 - 85,000; Full time

Job summary

Assetara Limited seeks a dedicated Client Relationship & Support Specialist (San Jose Dist 9, USA) to act as the primary contact for clients on the Assetara platform. The role emphasizes client communication, CRM upkeep, and concierge-style support while strictly following compliance and data protection rules.

You will handle scheduled calls, assist clients with navigation, and manage queues with SLA discipline.

Qualifications

• Proven ability to communicate professionally in written and verbal form.
• Experience maintaining client notes in a CRM with data sensitivity.
• Ability to manage queues and SLA commitments with accuracy.

Responsibilities

• Provide professional client communication within Assetara workspace and approved tools.
• Deliver scheduled client calls and assist with platform navigation while observing compliance limits.
• Prioritize unread client threads, manage SLA disciplines, and perform proactive outreach to clients.
• Maintain accurate client notes in the CRM, avoiding unnecessary personal data.
• Identify and escalate compliance issues immediately as required.

Skills

Client communication

CRM administration

SLA management

Compliance awareness

Data protection

Tools

CRM software

Job description

Client Relationship & Support Specialist — San Jose Dist 9, USA

Job Openings Client Relationship & Support Specialist — San Jose Dist 9, USA

About the job Client Relationship & Support Specialist — San Jose Dist 9, USA

Role: Client Relationship & Support Specialist (San Jose Dist 9, 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 & Compliance:

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.