Remote Client Concierge & CRM Specialist

Assetara Limited; San Diego, Town of Texas (CA, WI); On-site; USD 65,000 - 85,000; Full time

Job summary

Assetara Limited in San Diego is seeking a Client Relationship & Support Specialist to join our team remotely. You will act as a key point of contact for clients, providing concierge-level account assistance within the Assetara workspace, focusing on communication, CRM administration, and compliant service.

The role emphasizes professional, timely client interactions, scheduled calls, platform navigation help, SLA adherence, and strict data protection.

Qualifications

• Strict adherence to operational, security, and compliance guidelines (including initial training and identity checks).
• Professional remote work discipline, time management, and availability window compliance.
• Absolute commitment to confidentiality and data protection regulations.
• Anti-fraud protocols and handling client data strictly on documented instructions.

Responsibilities

• Client Communication: Provide professional, warm, accurate, and concise communication within the Assetara workspace and approved tools.
• Concierge Support: Deliver scheduled client calls, review portfolio context, and assist clients with platform navigation while adhering to compliance limits.
• Queue & SLA Management: Prioritize unread messages, maintain SLA discipline, and perform authorized proactive outreach.
• CRM Administration: Maintain accurate client notes in the system without copying unnecessary personal data.
• Escalation & Compliance: Escalate red flags, complaints, or security incidents according to company compliance rules.

Job description

Assetara Limited in San Diego is seeking a Client Relationship & Support Specialist to join our team remotely. You will act as a key point of contact for clients, providing concierge-level account assistance within the Assetara workspace, focusing on communication, CRM administration, and compliant service.

The role emphasizes professional, timely client interactions, scheduled calls, platform navigation help, SLA adherence, and strict data protection.