Remote Client Concierge & CRM Specialist

Assetara Limited; Houston (MS); On-site; USD 55,000 - 90,000; Full time

Job summary

Assetara Limited in Houston, USA is seeking a Client Relationship & Support Specialist to serve as a key contact for clients within the Assetara workspace. The role focuses on client communication, CRM administration, and concierge-style support across the platform.

Remote work is supported, with strict adherence to compliance, security, and data protection standards. You will handle inquiries, maintain client notes, and escalate issues per policy.

Qualifications

• Experience in client-facing roles with strong communication
• Familiarity with CRM systems and data privacy
• Ability to work remotely with disciplined time management
• Knowledge of compliance and security best practices

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 elevate red flags, complaints, security incidents, or matters outside authorized boundaries according to company compliance rules.

Skills

Client communication

CRM administration

Compliance awareness

Time management

Remote work discipline

Tools

CRM software

Assetara platform

SLA management tools

Job description

Assetara Limited in Houston, USA is seeking a Client Relationship & Support Specialist to serve as a key contact for clients within the Assetara workspace. The role focuses on client communication, CRM administration, and concierge-style support across the platform.

Remote work is supported, with strict adherence to compliance, security, and data protection standards. You will handle inquiries, maintain client notes, and escalate issues per policy.