Remote Client Concierge & CRM Specialist

Assetara Limited; San Jose (IL); On-site; USD 70,000 - 90,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will be the main touchpoint for clients, guiding them through the platform with professional, concierge-level service.

This role emphasizes CRM administration, client communication, and compliance, while avoiding any regulated advisory responsibilities. You will collaborate with internal teams to maintain accuracy and protect client data while upholding

Qualifications

• Excellent client communication skills with professional, courteous tone.
• Ability to deliver concierge-level support and guide clients through platforms.
• Experience administering CRM systems and maintaining accurate client records.
• Ability to manage SLAs, prioritize unread threads, and perform proactive outreach.
• Knowledge of compliance and data-protection practices in a remote support context.

Responsibilities

• Provide professional, warm, and concise client communication within approved tools.
• Deliver scheduled client calls, review portfolio context, and assist with platform navigation.
• Prioritize unread client threads, manage SLAs, and conduct proactive outreach.
• Maintain accurate client notes in the CRM, avoiding unnecessary personal data.
• Identify red flags or compliance issues and escalate according to rules.

Skills

Client communication

Concierge support

CRM administration

SLA management

Escalation & compliance

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will be the main touchpoint for clients, guiding them through the platform with professional, concierge-level service.

This role emphasizes CRM administration, client communication, and compliance, while avoiding any regulated advisory responsibilities. You will collaborate with internal teams to maintain accuracy and protect client data while upholding