Remote Client Concierge & CRM Specialist

Assetara Limited; San Antonio (FL); On-site; USD 45,000 - 65,000; Full time

Job summary

Assetara Limited in San Antonio is seeking a Client Relationship & Support Specialist to work remotely via the Assetara platform. You will be the primary contact for clients, delivering concierge-level account assistance and ensuring smooth platform navigation within approved tools.

This role emphasizes client communication, CRM administration, and proactive outreach while strictly following compliance, security, and data protection guidelines; you will escalate issues when needed and avoid

Qualifications

• Professional remote work discipline and time management.
• Adherence to security, compliance and data protection guidelines.
• Avoidance of giving personalized investment advice or handling client funds.

Responsibilities

• Provide professional, warm, and concierge-level client communication within the Assetara workspace and approved tools.
• Deliver scheduled client calls and assist with platform navigation while following compliance limits.
• Manage client threads, SLA adherence, and proactive outreach within approved processes.
• Maintain accurate client notes in the CRM without copying unnecessary personal data.
• Identify and escalate red flags, complaints, or security incidents per company rules.

Skills

Client communication

CRM administration

Time management

Tools

CRM software

Job description

Assetara Limited in San Antonio is seeking a Client Relationship & Support Specialist to work remotely via the Assetara platform. You will be the primary contact for clients, delivering concierge-level account assistance and ensuring smooth platform navigation within approved tools.

This role emphasizes client communication, CRM administration, and proactive outreach while strictly following compliance, security, and data protection guidelines; you will escalate issues when needed and avoid