Remote Client Concierge & CRM Support Specialist

Assetara Limited; Dallas (GA); On-site; USD 34,000 - 62,000; Full time

Job summary

Assetara Limited in the United States seeks a Client Relationship & Support Specialist to work remotely via the Assetara platform. You will be a key contact for clients, delivering professional, concierge-level account assistance and ensuring seamless navigation of the platform.

This role emphasizes strict adherence to security, privacy, and compliance guidelines, with no investment advice or handling of client funds.

Responsibilities

• Provide professional client communication within the official Assetara workspace and approved tools.
• Deliver concierge support with platform navigation and client calls.
• Manage unread threads, SLA compliance, and proactive client outreach.
• Maintain accurate client notes in the CRM without exposing personal data.
• Escalate red flags or compliance issues per company rules.

Job description

Assetara Limited in the United States seeks a Client Relationship & Support Specialist to work remotely via the Assetara platform. You will be a key contact for clients, delivering professional, concierge-level account assistance and ensuring seamless navigation of the platform.

This role emphasizes strict adherence to security, privacy, and compliance guidelines, with no investment advice or handling of client funds.