Remote Client Concierge & CRM Specialist

Assetara Limited; Philadelphia (MS); On-site; USD 52,000 - 75,000; Full time

Job summary

Assetara Limited seeks a remote Client Relationship & Support Specialist to join the team, focusing on client communication, concierge-style support, and CRM administration within the Assetara workspace.

You will handle scheduled client calls, review portfolio context, ensure SLA compliance, and escalate issues per compliance rules while maintaining strict confidentiality and data protection practices.

Qualifications

• Strict adherence to operational, security, and compliance guidelines.
• Professional remote work discipline, time management, and availability window compliance.
• Absolute commitment to confidentiality, data protection regulations, and anti-fraud protocols.
• Must never provide personalized investment advice, promise guaranteed returns, handle client funds/private keys, or use unapproved external channels.

Responsibilities

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

Skills

Client communication

CRM administration

SLA management

Time management

Remote work discipline

Tools

CRM systems

Job description

Assetara Limited seeks a remote Client Relationship & Support Specialist to join the team, focusing on client communication, concierge-style support, and CRM administration within the Assetara workspace.

You will handle scheduled client calls, review portfolio context, ensure SLA compliance, and escalate issues per compliance rules while maintaining strict confidentiality and data protection practices.