Remote Client Concierge & CRM Specialist

Assetara Limited; Washington; On-site; USD 45,000 - 65,000; Full time

Job summary

Assetara Limited in the United States seeks a Client Relationship & Support Specialist to serve as the main contact for clients on the Assetara platform. This remote role emphasizes concierge-level support, accurate communication, and strict adherence to compliance guidelines.

You will conduct scheduled client calls, assist with platform navigation, manage client data within the CRM, and escalate issues per policy.

Qualifications

• Strict adherence to operational, security, and compliance guidelines.
• Professional remote work discipline, time management, and availability window compliance.
• Absolute commitment to confidentiality and data protection regulations.

Responsibilities

• Provide professional, warm, accurate, and concise communication within the Assetara workspace.
• Deliver concierge-style client support, including scheduled calls and platform navigation guidance.
• Prioritize unread client threads, manage SLA compliance, and perform proactive outreach to clients.

Skills

Client communication

CRM administration

Compliance awareness

Remote work discipline

Job description

Assetara Limited in the United States seeks a Client Relationship & Support Specialist to serve as the main contact for clients on the Assetara platform. This remote role emphasizes concierge-level support, accurate communication, and strict adherence to compliance guidelines.

You will conduct scheduled client calls, assist with platform navigation, manage client data within the CRM, and escalate issues per policy.