Concierge Client Relations & Support Specialist (Remote)

Assetara Limited; United States; On-site; USD 34,000 - 55,000; Part time

Job summary

Assetara Limited in New York is seeking a Client Relationship & Support Specialist to join our remote broker-focused team. You will be the primary contact for clients, handling communications, CRM entries, and platform navigation with a concierge mindset.

This role emphasizes compliance, confidentiality, and anti-fraud protocols, with strict boundaries against providing investment advice. Remote work requires disciplined time management and adherence to training and identity checks.

Qualifications

• Client communication experience within a secure, controlled environment.
• CRM data entry and note-taking proficiency.
• Awareness of compliance and data protection guidelines.

Responsibilities

• Provide professional client communication within the official Assetara workspace.
• Deliver concierge-level support including scheduled client calls and platform navigation.
• Manage queue, SLA compliance, and proactive client outreach.
• Maintain accurate client notes in the CRM without exposing personal data.
• Identify and escalate red flags or compliance issues per company rules.

Skills

Client communication

CRM administration

Compliance awareness

Remote work discipline

Job description

Assetara Limited in New York is seeking a Client Relationship & Support Specialist to join our remote broker-focused team. You will be the primary contact for clients, handling communications, CRM entries, and platform navigation with a concierge mindset.

This role emphasizes compliance, confidentiality, and anti-fraud protocols, with strict boundaries against providing investment advice. Remote work requires disciplined time management and adherence to training and identity checks.