Remote Client Concierge & CRM Support Specialist

Assetara Limited; Los Angeles (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to work remotely from Los Angeles District 6, USA. You will be the primary contact for clients, provide concierge-level account assistance, and support CRM administration while following strict compliance rules.

The role emphasizes professional remote work discipline, availability within approved windows, and safeguarding client data.

Qualifications

• Experience providing professional client communication in a corporate setting.
• Knowledge of CRM systems and maintaining client notes accurately.
• Adherence to security, privacy, and compliance guidelines.
• Demonstrated discipline for remote work and timely availability.

Responsibilities

• Communicate with clients within Assetara workspace and approved tools.
• Deliver concierge support and assist with platform navigation.
• Manage client threads and SLA compliance through the queue.
• Maintain accurate client notes in the CRM with appropriate data.
• Identify red flags and escalate compliance-related issues immediately.

Skills

Client communication

CRM administration

Compliance

Remote work discipline

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to work remotely from Los Angeles District 6, USA. You will be the primary contact for clients, provide concierge-level account assistance, and support CRM administration while following strict compliance rules.

The role emphasizes professional remote work discipline, availability within approved windows, and safeguarding client data.