Remote Client Concierge & CRM Support Specialist

Assetara Limited; Houston (MS); On-site; USD 50,000 - 70,000; Full time

Job summary

Assetara Limited seeks a Client Relationship & Support Specialist to join our team remotely via the Assetara platform. The role centers on client communication, CRM administration, and concierge-level support for platform navigation while adhering to compliance rules.

The position emphasizes confidentiality, data protection, and strict prohibition of providing personalized investment advice or handling client funds. Training and identity checks are required.

Qualifications

• Responsibilities include professional client communication within Assetara workspace and approved tools.
• Concierge-style client support with platform navigation while complying with limits.
• CRM administration with accurate, timely client notes and data handling.
• Escalation and compliance: identify red flags and report per rules.

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 Client Relationship & Support Specialist to join our team remotely via the Assetara platform. The role centers on client communication, CRM administration, and concierge-level support for platform navigation while adhering to compliance rules.

The position emphasizes confidentiality, data protection, and strict prohibition of providing personalized investment advice or handling client funds. Training and identity checks are required.