Remote Client Concierge & CRM Specialist

Assetara Limited; Los Angeles (TX); Remote; USD 65,000 - 85,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely in the Los Angeles District 8 area. This role focuses on client communication, CRM administration, and support services within the Assetara platform, and does not involve regulated investment advice.

You will act as a key contact for clients, deliver concierge-level assistance, maintain client notes, and escalate issues per compliance rules.

Qualifications

• Strict adherence to operational, security, and compliance guidelines.

Responsibilities

• Provide professional, warm, and concise client communication within Assetara workspace and approved tools.
• Deliver scheduled client calls and assist with platform navigation while adhering to compliance limits.
• Prioritize unread client threads and manage SLA compliance; conduct proactive outreach to clients.

Skills

Client communication

Concierge support

Queue & SLA management

CRM administration

Escalation & compliance

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely in the Los Angeles District 8 area. This role focuses on client communication, CRM administration, and support services within the Assetara platform, and does not involve regulated investment advice.

You will act as a key contact for clients, deliver concierge-level assistance, maintain client notes, and escalate issues per compliance rules.