Remote Client Concierge and Support Specialist

Assetara Limited; Philadelphia (MS); On-site; USD 34,000 - 69,000; Part time

Job summary

Assetara Limited is seeking a remote Client Relationship & Support Specialist to act as a key contact for clients, providing concierge-level account assistance within the Assetara platform. The role focuses on client communication, CRM administration, and support services with no brokerage activity.

The position requires strict adherence to security, compliance, and data-protection guidelines, professional remote work discipline, and confidentiality.

Qualifications

• Strict adherence to operational, security, and compliance guidelines including initial training and identity checks.
• Professional remote work discipline, time management, and availability window compliance.
• Absolute commitment to confidentiality, data protection, and anti-fraud protocols.
• Strict prohibitions: no personalized investment advice, no guaranteed returns, no handling funds/private keys, no unapproved channels.

Responsibilities

• Client Communication: Provide professional, warm, accurate, and concise communication within the Assetara workspace and approved tools.
• Concierge Support: Deliver scheduled client calls, review portfolio context, and assist clients with platform navigation while adhering to compliance limits.
• Queue & SLA Management: Prioritize unread threads, maintain SLA discipline, and conduct proactive outreach to clients.
• CRM Administration: Maintain accurate client notes without copying unnecessary personal data.
• Escalation & Compliance: Identify red flags and escalate matters per company compliance rules.

Job description

Assetara Limited is seeking a remote Client Relationship & Support Specialist to act as a key contact for clients, providing concierge-level account assistance within the Assetara platform. The role focuses on client communication, CRM administration, and support services with no brokerage activity.

The position requires strict adherence to security, compliance, and data-protection guidelines, professional remote work discipline, and confidentiality.