Remote Client Concierge & CRM Specialist

Assetara Limited; San Jose (IL); On-site; USD 34,000 - 83,000; Part time

Job summary

Assetara Limited is seeking a remote Client Relationship & Support Specialist to join our team on a contract basis. You will be the primary point of contact for clients, handling communications, CRM data, and platform navigation with strict adherence to compliance.

The role focuses on client communication, concierge support, SLA management, and CRM administration, while avoiding any regulated financial advisory activities. You’ll work remotely within the Assetara workspace and approved tools.

Qualifications

• Experience with client communications in a CRM environment.
• Ability to follow compliance guidelines and data protection rules.
• Proactive, organized, and able to manage remote work schedules.

Responsibilities

• Provide professional client communication within Assetara workspace.
• Deliver scheduled client calls and assist with platform navigation.
• Manage unread client threads and adhere to SLA requirements.
• Maintain accurate client notes in the CRM without exposing personal data.
• Identify and escalate red flags or compliance issues promptly.

Skills

Client communication

Concierge support

Queue SLA management

CRM administration

Escalation compliance

Job description

Assetara Limited is seeking a remote Client Relationship & Support Specialist to join our team on a contract basis. You will be the primary point of contact for clients, handling communications, CRM data, and platform navigation with strict adherence to compliance.

The role focuses on client communication, concierge support, SLA management, and CRM administration, while avoiding any regulated financial advisory activities. You’ll work remotely within the Assetara workspace and approved tools.