Remote Client Concierge & CRM Specialist — Phoenix Dist 6

Assetara Limited; Washington; On-site; USD 55,000 - 85,000; Full time

Job summary

Assetara Limited seeks a diligent Client Relationship & Support Specialist to join our Phoenix operations. You will be the main contact for clients, provide professional, concierge-level account assistance, and manage CRM data within Assetara's workspace, all while staying within compliance rules.

This role focuses on client communication, platform navigation support, SLA-aware response handling, and escalation of issues to maintain secure, confidential service.

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.

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 diligent Client Relationship & Support Specialist to join our Phoenix operations. You will be the main contact for clients, provide professional, concierge-level account assistance, and manage CRM data within Assetara's workspace, all while staying within compliance rules.

This role focuses on client communication, platform navigation support, SLA-aware response handling, and escalation of issues to maintain secure, confidential service.