Remote Client Concierge & CRM Specialist

Assetara Limited; San Antonio (FL); On-site; USD 52,000 - 72,000; Full time

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist to manage client communications and CRM tasks for San Antonio Dist 2, USA. The role is remote and focused on concierge-level account support within the Assetara platform.

You will handle client interactions, platform navigation, and SLA compliance while ensuring strict data protection and compliance with company rules.

Qualifications

• Experience providing client communications and support.
• Familiarity with CRM systems and data entry.
• Understanding of compliance and data protection.

Responsibilities

• Provide professional, warm, concise client communication within Assetara workspace.
• Deliver concierge support with scheduled client calls and platform navigation assistance.
• Prioritize unread client threads, manage SLA compliance, and perform proactive outreach.
• Maintain accurate customer notes in the CRM without exposing personal data.
• Identify red flags or compliance issues and escalate per company rules.

Skills

Client communication

CRM administration

Time management

Remote work discipline

Data confidentiality

Tools

Assetara CRM platform

Compliance tooling

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist to manage client communications and CRM tasks for San Antonio Dist 2, USA. The role is remote and focused on concierge-level account support within the Assetara platform.

You will handle client interactions, platform navigation, and SLA compliance while ensuring strict data protection and compliance with company rules.