Remote Client Concierge and CRM Support Specialist

Assetara Limited; Dallas (GA); On-site; USD 52,000 - 78,000; Full time

Job summary

Assetara is seeking a Client Relationship & Support Specialist in Dallas District 8, USA, to be a key contact for clients using the Assetara platform. You will provide professional, concierge-level account assistance and assist with platform navigation within approved tools.

This remote role requires strict adherence to data protection, confidentiality, and compliance rules, focusing on client communication and CRM administration rather than advisory services, with timely responses expected.

Qualifications

• Strict adherence to operational, security, and compliance guidelines.
• Professional remote work discipline and time-management.
• Absolute commitment to confidentiality and data protection regulations.
• Must never provide personalized investment advice or use unapproved external communication channels.

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.

Job description

Assetara is seeking a Client Relationship & Support Specialist in Dallas District 8, USA, to be a key contact for clients using the Assetara platform. You will provide professional, concierge-level account assistance and assist with platform navigation within approved tools.

This remote role requires strict adherence to data protection, confidentiality, and compliance rules, focusing on client communication and CRM administration rather than advisory services, with timely responses expected.