Remote Client Concierge & CRM Specialist

Assetara Limited; San Diego (TX); Presencial; USD 60.000 - 80.000; Jornada completa

Descripción de la vacante

Assetara Limited in the United States 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 compliant, secure communication within the official workspace.

Key duties include conducting scheduled client calls, guiding platform navigation, maintaining accurate CRM notes, managing SLA-driven outreach, and escalating issues per compliance rules while

Formación

• Strict adherence to security, compliance guidelines and completion of initial training.
• Professional remote work discipline, time management, and availability window compliance.
• Commitment to confidentiality and data protection; handle client data per documented instructions.
• Avoid providing personalized investment advice, promising guaranteed returns, or handling client funds/private keys.

Responsabilidades

• Provide professional, warm, accurate, and concise communication exclusively within the official Assetara workspace and approved tools.
• Deliver scheduled client calls, review portfolio context in advance, and assist clients with platform navigation while adhering to compliance limits.
• Prioritize unread client threads, manage SLA compliance, and conduct authorized proactive outreach to clients.
• Maintain accurate client notes within the CRM without copying unnecessary personal data.
• Identify and elevate red flags, complaints, security incidents, or matters outside authorized boundaries according to company compliance rules.

Conocimientos

Client communication

CRM administration

Compliance awareness

Remote work discipline

Descripción del empleo

About the job Client Relationship & Support Specialist — San Diego Dist 5, 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.