Remote Client Concierge & CRM Specialist

Assetara Limited; Philadelphia (MS); On-site; USD 45,000 - 65,000; Full time

Job summary

Assetara Limited is seeking a remote Client Relationship & Support Specialist to act as the primary contact for clients, delivering concierge-level assistance and CRM administration. The role emphasizes compliant, secure, and professional communication within the Assetara platform.

Internal title is Broker, but scope is client support only, not advisory or trading. The position requires strict confidentiality, remote work discipline, and adherence to compliance guidelines, with no handling of

Qualifications

• Professional remote-work discipline and time management.
• Confidentiality and data protection compliance.
• No personalized financial advice or handling client funds.

Responsibilities

• Communicate professionally within Assetara workspace.
• Provide concierge-style client assistance and platform navigation support.
• Prioritize unread client threads and ensure SLA compliance.
• Maintain accurate client notes in the CRM.
• Identify and escalate red flags per compliance rules.

Skills

Client communication

CRM administration

Concierge support

Queue & SLA management

Escalation handling

Compliance & security

Tools

CRM system

Job description

Assetara Limited is seeking a remote Client Relationship & Support Specialist to act as the primary contact for clients, delivering concierge-level assistance and CRM administration. The role emphasizes compliant, secure, and professional communication within the Assetara platform.

Internal title is Broker, but scope is client support only, not advisory or trading. The position requires strict confidentiality, remote work discipline, and adherence to compliance guidelines, with no handling of