Remote Client Concierge & CRM Specialist

Assetara Limited; United States; On-site; USD 60,000 - 90,000; Part time

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist to join the team remotely from the San Diego area. You will be the primary point of contact for clients, handling CRM administration, communications, and support services from within the Assetara workspace.

The role emphasizes confidentiality, compliance, and secure handling of client data. Responsibilities include client calls, platform navigation assistance, SLA adherence, and escalation of issues.

Qualifications

• Experience in client communication and CRM workflows.
• Ability to maintain confidentiality and comply with security guidelines.
• Remote work discipline and time management.

Responsibilities

• Provide professional client communication within Assetara workspace and approved tools.
• Deliver concierge support including scheduled client calls and platform navigation.
• Prioritize unread threads, meet SLA requirements, and perform proactive outreach.
• Maintain accurate client notes in CRM without exposing personal data.
• Identify and escalate red flags or compliance issues per company rules.

Skills

Client communication

CRM administration

Compliance awareness

Remote collaboration

Tools

CRM software

Asset management platform

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist to join the team remotely from the San Diego area. You will be the primary point of contact for clients, handling CRM administration, communications, and support services from within the Assetara workspace.

The role emphasizes confidentiality, compliance, and secure handling of client data. Responsibilities include client calls, platform navigation assistance, SLA adherence, and escalation of issues.