Remote Client Concierge & CRM Specialist

Assetara Limited; New York (NY); On-site; USD 42,000 - 68,000; Full time

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist (New York Dist 7, USA) to serve as a primary contact for clients, offering concierge-level account support and CRM administration. Remote work is supported through the Assetara platform, with emphasis on secure, compliant client communication and proactive issue resolution.

The role focuses on client communication, platform navigation, and adherence to security guidelines, while avoiding any regulated investing advice or

Qualifications

• Adhere to client communication standards and security policies.
• Maintain accurate client notes while protecting sensitive data.
• Demonstrate strong organizational and time-management skills.

Responsibilities

• Provide professional, warm, concise client communication within the Assetara workspace and approved tools.
• Deliver concierge-level support including scheduled client calls and platform navigation guidance.
• Manage client thread queues, SLA adherence, and proactive outreach within compliance limits.
• Maintain accurate client notes in the CRM without exposing unnecessary personal data.
• Identify and escalate red flags or compliance issues per internal rules.

Skills

Client communication

CRM administration

Time management

Compliance awareness

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist (New York Dist 7, USA) to serve as a primary contact for clients, offering concierge-level account support and CRM administration. Remote work is supported through the Assetara platform, with emphasis on secure, compliant client communication and proactive issue resolution.

The role focuses on client communication, platform navigation, and adherence to security guidelines, while avoiding any regulated investing advice or