Remote Client Concierge & CRM Specialist

Assetara Limited; Houston (MS); On-site; USD 55,000 - 85,000; Full time

Job summary

Assetara Limited seeks a Client Relationship & Support Specialist to work remotely in the USA. You will be the primary contact for clients, providing concierge-level account assistance and maintaining CRM notes within the official Assetara workspace.

This role focuses on client communication, platform navigation support, SLA management, and strict adherence to compliance, data protection, and anti-fraud protocols. No investment advice or handling of client funds is involved.

Qualifications

• Strict adherence to operational, security, and compliance guidelines (including mandatory completion of initial training and identity checks).
• Professional remote work discipline, time management, and availability window compliance.
• Absolute commitment to confidentiality, data protection regulations (handling Client Data strictly on documented instructions), and anti-fraud protocols.
• Strict prohibitions: Never provide personalized investment advice, promise guaranteed returns, handle client funds/private keys, or use unapproved external communication channels.

Responsibilities

• Client Communication: Provide professional, warm, accurate, and concise communication exclusively within the Assetara workspace and approved tools.
• Concierge Support: Deliver scheduled client calls, review portfolio context in advance, and assist clients with platform navigation while adhering to compliance limits.
• Queue & SLA Management: Prioritize unread client threads, manage SLA obligations, and conduct authorized proactive outreach to clients.
• CRM Administration: Maintain accurate, timely client notes within the system without copying unnecessary personal data.
• Escalation & Compliance: Identify and elevate red flags, complaints, security incidents, or matters outside authorized boundaries per company rules.

Skills

Client communication

CRM administration

Remote work discipline

Time management

Job description

Assetara Limited seeks a Client Relationship & Support Specialist to work remotely in the USA. You will be the primary contact for clients, providing concierge-level account assistance and maintaining CRM notes within the official Assetara workspace.

This role focuses on client communication, platform navigation support, SLA management, and strict adherence to compliance, data protection, and anti-fraud protocols. No investment advice or handling of client funds is involved.