Remote Client Concierge & CRM Support Specialist

Assetara Limited; Dallas (GA); On-site; USD 42,000 - 70,000; Full time

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist for a remote role in the Dallas area. You will be a key contact for clients, handling communications, CRM administration, and support services within the Assetara platform.

The role emphasizes concierge-level service, disciplined time management, and strict adherence to confidentiality and compliance rules, with no regulated financial advisory duties involved.

Qualifications

• Proven ability to communicate professionally and concisely within official Assetara tools.
• Strong time management and reliability for remote work schedules.
• Commitment to confidentiality and data protection regulations; anti-fraud protocols.

Responsibilities

• Provide professional, warm, concierge-level client communication within Assetara workspace.
• Deliver scheduled client calls, review portfolio context, and assist with platform navigation while compliant.
• Prioritize unread client threads, manage SLA compliance, and perform authorized proactive outreach.

Skills

Client communication

Time management

Remote work discipline

Confidentiality

Tools

CRM systems

Identity checks tools

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist for a remote role in the Dallas area. You will be a key contact for clients, handling communications, CRM administration, and support services within the Assetara platform.

The role emphasizes concierge-level service, disciplined time management, and strict adherence to confidentiality and compliance rules, with no regulated financial advisory duties involved.