Remote Client Concierge & CRM Specialist

Assetara Limited; Chicago (IL); On-site; USD 52,000 - 76,000; Full time

Job summary

Assetara Limited seeks a dedicated Client Relationship & Support Specialist to support Chicago Dist 8, USA clients remotely via the Assetara platform. You will be the primary contact for clients, handling CRM notes, guiding platform navigation, and coordinating concierge-level support while strictly following compliance rules.

The role emphasizes client communication, SLA adherence, and security, with no regulated brokerage duties.

Qualifications

• Must communicate professionally within Assetara workspace and approved tools.
• Maintain client notes accurately and securely in CRM.
• Adhere to compliance rules and data-protection requirements.

Responsibilities

• Provide professional client communication within Assetara workspace and approved tools.
• Deliver concierge support, schedule client calls, and assist with platform navigation.
• Prioritize unread threads, manage SLA compliance, and perform proactive outreach to clients.

Skills

Client communication

CRM administration

Time management

Remote work discipline

Confidentiality

Compliance awareness

Escalation handling

SLA management

Tools

CRM software

Assetara workspace

Job description

Assetara Limited seeks a dedicated Client Relationship & Support Specialist to support Chicago Dist 8, USA clients remotely via the Assetara platform. You will be the primary contact for clients, handling CRM notes, guiding platform navigation, and coordinating concierge-level support while strictly following compliance rules.

The role emphasizes client communication, SLA adherence, and security, with no regulated brokerage duties.