Remote Client Concierge & CRM Specialist

Assetara Limited; San Jose (IL); On-site; USD 42,000 - 72,000; Full time

Job summary

Assetara Limited seeks a Client Relationship & Support Specialist to serve San Jose District 2 clients remotely via the Assetara platform. You will be the primary contact, handling communications, CRM notes, and concierge-level support while ensuring strict compliance.

This role emphasizes client onboarding, timely responses, SLA awareness, data confidentiality, and avoidance of investment advice or fund handling. A disciplined, remote-friendly mindset is essential.

Qualifications

• 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.

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 escalation red flags, complaints, security incidents, or matters outside authorized boundaries according to company compliance rules.

Skills

Client communication

CRM administration

SLA management

Compliance awareness

Data confidentiality

Tools

CRM software

Job description

Assetara Limited seeks a Client Relationship & Support Specialist to serve San Jose District 2 clients remotely via the Assetara platform. You will be the primary contact, handling communications, CRM notes, and concierge-level support while ensuring strict compliance.

This role emphasizes client onboarding, timely responses, SLA awareness, data confidentiality, and avoidance of investment advice or fund handling. A disciplined, remote-friendly mindset is essential.