Remote Client Concierge & CRM Specialist

Assetara Limited; Houston (MS); On-site; USD 60,000 - 80,000; Full time

Job summary

Assetara Limited is seeking a remote Client Relationship & Support Specialist in the Houston District 9 area to provide concierge-level client support. The role emphasizes client communication, CRM administration, and strict adherence to compliance rules while safeguarding client data.

As a remote Independent Contractor, you will operate within approved tools, conduct scheduled calls, and escalate issues as needed.

Qualifications

• Proven ability to communicate professionally in the Assetara workspace and approved tools.
• Experience managing client relationships with privacy and data protection in mind.

Responsibilities

• Communicate professionally within Assetara workspace and approved tools.
• Deliver concierge-level client support and scheduled calls.
• Manage client queue, SLA adherence, and proactive outreach.
• Maintain accurate client notes in CRM with minimal personal data.
• Identify and escalate red flags per compliance rules.

Skills

Client communication

CRM administration

Compliance awareness

Job description

Assetara Limited is seeking a remote Client Relationship & Support Specialist in the Houston District 9 area to provide concierge-level client support. The role emphasizes client communication, CRM administration, and strict adherence to compliance rules while safeguarding client data.

As a remote Independent Contractor, you will operate within approved tools, conduct scheduled calls, and escalate issues as needed.