Remote Client Concierge & CRM Specialist

Assetara Limited; San Diego (TX); Remoto; USD 65.000 - 85.000; Tempo pieno

Descrizione del lavoro

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.

Competenze

• 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.

Mansioni

• 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.

Descrizione del lavoro

About the job Client Relationship & Support Specialist — San Diego Dist 9, USA

Department: BROKER

About the Role:

We are looking for a dedicated Client Relationship & Support Specialist to join our team remotely through the Assetara platform. In this role, you will act as a key point of contact for our clients, providing professional, warm, and concierge-level account assistance. (Note: While the internal operational title for this function is "Broker", this role focuses entirely on client communication, CRM administration, and support services—it does not involve acting as a regulated financial broker, investment adviser, or portfolio manager.)

Key Responsibilities:

• Client Communication: Provide professional, warm, accurate, and concise communication exclusively within the official Assetara workspace and approved tools.
• Concierge Support: Deliver scheduled client calls, review portfolio context in advance, and assist clients with platform navigation while strictly adhering to compliance limits.
• Queue & SLA Management: Prioritize unread client threads, handle SLA compliance disciplines, and conduct authorized proactive outreach to clients.
• CRM Administration: Maintain accurate, timely, and complete client notes within the system without copying unnecessary personal data.
• Escalation & Compliance: Immediately identify and escalate red flags, complaints, security incidents, or matters outside authorized boundaries according to company compliance rules.

Requirements & Compliance Standards:

• Strict adherence to operational, security, and compliance guidelines (including mandatory completion of initial training and identity checks).
• Professional remote work discipline, time management, and availability window compliance.
• Absolute commitment to confidentiality, data protection regulations (handling Client Data strictly on documented instructions), and anti-fraud protocols.
• Strict Prohibitions: Must never provide personalized investment advice, promise guaranteed returns, handle client funds/private keys, or use unapproved external communication channels.