Remote Client Concierge & CRM Specialist

Assetara Limited; San Antonio (FL); On-site; USD 52,000 - 78,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will be the main contact for clients, delivering concierge-level account assistance and guiding users through the workspace.

In this role you will manage client communications, CRM notes, and SLA compliance while strictly following security and compliance guidelines. You will never provide investment advice or handle funds.

Qualifications

• Experience delivering professional client communication within secured platforms.
• Ability to manage client queues and SLA adherence in a remote environment.
• Proven CRM note-keeping with privacy and data-handling standards.
• Ability to identify and escalate issues per compliance rules.

Responsibilities

• Provide professional, warm, concise communication within Assetara workspace.
• Conduct scheduled client calls and assist with platform navigation.
• Prioritize unread client threads and ensure SLA compliance.
• Maintain accurate client notes in the CRM.
• Identify red flags and escalate compliance-related matters.

Skills

Client communication

Concierge support

SLA management

CRM administration

Compliance awareness

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will be the main contact for clients, delivering concierge-level account assistance and guiding users through the workspace.

In this role you will manage client communications, CRM notes, and SLA compliance while strictly following security and compliance guidelines. You will never provide investment advice or handle funds.