Remote Client Concierge & CRM Specialist

Assetara Limited; United States; On-site; USD 50,000 - 80,000; Full time

Job summary

Assetara Limited seeks a remote Client Relationship & Support Specialist to serve as the primary client contact and concierge-level assistant through the Assetara platform. You will coordinate professional communications, maintain CRM records, and ensure strict adherence to compliance rules from a home office.

This role emphasizes confidentiality, data protection, and anti-fraud measures while avoiding investment advisory duties.

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

Job description

Assetara Limited seeks a remote Client Relationship & Support Specialist to serve as the primary client contact and concierge-level assistant through the Assetara platform. You will coordinate professional communications, maintain CRM records, and ensure strict adherence to compliance rules from a home office.

This role emphasizes confidentiality, data protection, and anti-fraud measures while avoiding investment advisory duties.