Remote Client Concierge & CRM Specialist

Assetara Limited; New York (NY); On-site; USD 60,000 - 80,000; Full time

Job summary

Assetara Limited is recruiting a Client Relationship & Support Specialist to manage client communications and CRM notes within the Assetara workspace. The role focuses on concierge-level account assistance and platform navigation support, without offering financial advice.

The successful candidate will maintain confidentiality, adhere to security and compliance guidelines, and handle client data per documented instructions.

Qualifications

• Experience in client relationship and support roles.
• Ability to work remotely with compliance.
• Strong communication and problem-solving skills.

Responsibilities

• Provide professional, warm, and concise client communication within Assetara workspace.
• Deliver scheduled client calls and assist with platform navigation while following compliance limits.
• Prioritize unread client threads, manage SLA disciplines, and perform proactive client outreach.

Skills

Client communication

CRM administration

Time management

Compliance awareness

Tools

CRM system

Job description

Assetara Limited is recruiting a Client Relationship & Support Specialist to manage client communications and CRM notes within the Assetara workspace. The role focuses on concierge-level account assistance and platform navigation support, without offering financial advice.

The successful candidate will maintain confidentiality, adhere to security and compliance guidelines, and handle client data per documented instructions.