Remote Client Concierge & CRM Specialist

Assetara Limited; Chicago (IL); On-site; USD 50,000 - 70,000; Full time

Job summary

Assetara Limited seeks a Client Relationship & Support Specialist for Chicago Dist 4, USA. This role focuses on client communication, CRM administration, and support services entirely within the Assetara platform.

The position emphasizes professional remote work discipline, confidentiality, data protection compliance, and strict prohibitions against giving investment advice or handling client funds.

Qualifications

• Strong client communication experience in a remote setup.
• Experience managing CRM data with accuracy and discretion.
• Familiarity with compliance and data protection rules.

Responsibilities

• Provide professional client communication within the Assetara workspace and approved tools.
• Deliver concierge-style client support and guided platform navigation.
• Manage client threads, SLA adherence, and proactive outreach within compliance limits.
• Maintain accurate CRM notes and escalate red flags per policy.

Skills

Client communication

CRM administration

Compliance awareness

Tools

Assetara workspace tools

Job description

Assetara Limited seeks a Client Relationship & Support Specialist for Chicago Dist 4, USA. This role focuses on client communication, CRM administration, and support services entirely within the Assetara platform.

The position emphasizes professional remote work discipline, confidentiality, data protection compliance, and strict prohibitions against giving investment advice or handling client funds.