Client Relationship & Support Specialist — San Jose, USA

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

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist to serve as the main point of contact for clients on the Assetara platform. This remote role emphasizes CRM administration, concierge client support, and strict adherence to security and compliance guidelines.

You will coordinate client communications, perform scheduled calls, and assist clients with platform navigation while ensuring privacy, data protection, and anti-fraud protocols are followed at all times.

Qualifications

• Experience in client-facing roles is required.
• Experience using CRM tools for notes and data.
• Ability to handle confidential information per compliance.

Responsibilities

• Communicate professionally with clients inside Assetara workspace.
• Conduct concierge-style client calls and navigate the platform.
• Manage unread threads, SLA adherence, and proactive outreach.
• Maintain accurate client notes in the CRM without unnecessary data.
• Identify red flags or compliance concerns and escalate accordingly.

Skills

Client relationship

CRM administration

Communication

Remote work discipline

Tools

CRM software

Job description

Client Relationship & Support Specialist — San Jose, USA

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

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

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