Remote Client Concierge & CRM Specialist

Assetara Limited; San Jose (IL); Teletrabalho; USD 55 000 - 75 000; Tempo integral

Resumo da oferta

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist (San Jose Dist 2, USA). This role focuses on client communication, CRM administration, and concierge-like support within Assetara's platform, while adhering to strict compliance.

The position is remote, with a focus on timely, professional interactions and data protection. The role emphasizes confidentiality, adherence to security guidelines, and prohibition of personalized investment advice.

Qualificações

• Strong client communication skills across official workspaces and tools.
• Experience with CRM systems and maintaining accurate client notes.
• Ability to manage multiple client threads and SLA expectations.

Responsabilidades

• Provide professional, warm, and concise communication within Assetara workspace.
• Deliver scheduled client calls and assist with platform navigation.
• Prioritize unread client threads and ensure SLA compliance.
• Maintain accurate client notes in the CRM without exposing personal data.
• Identify and escalate issues in compliance-sensitive situations.

Conhecimentos

Client communication

CRM administration

Time management

Remote work discipline

Descrição da oferta de emprego

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist (San Jose Dist 2, USA). This role focuses on client communication, CRM administration, and concierge-like support within Assetara's platform, while adhering to strict compliance.

The position is remote, with a focus on timely, professional interactions and data protection. The role emphasizes confidentiality, adherence to security guidelines, and prohibition of personalized investment advice.