Remote Client Concierge & CRM Specialist

Assetara Limited; Washington; On-site; USD 45,000 - 66,000; 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 primary point of contact for clients, delivering concierge-level account assistance within official workspace tools.

The role focuses on client communication, CRM administration, and support services, and explicitly excludes regulated brokerage activities. A strong emphasis on confidentiality and compliance is required.

Qualifications

• Adhere to operational, security and compliance guidelines, including initial training and identity checks.
• Professional remote work discipline, time management and availability window compliance.
• Confidentiality and data protection, handling client data on documented instructions.
• Do not provide personalized investment advice or handle client funds or keys.

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

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 primary point of contact for clients, delivering concierge-level account assistance within official workspace tools.

The role focuses on client communication, CRM administration, and support services, and explicitly excludes regulated brokerage activities. A strong emphasis on confidentiality and compliance is required.