Remote Client Concierge & CRM Support Specialist

Assetara Limited; New York (NY); On-site; USD 55,000 - 85,000; Full time

Job summary

Assetara Limited seeks a dedicated Client Relationship & Support Specialist (New York Dist 9, USA) to serve as the primary contact for clients, delivering concierge-level account assistance through the Assetara platform.

The role focuses on client communication, CRM administration, and support services, while strictly avoiding investment advice or handling client funds. Remote work with strict adherence to compliance and confidentiality is required.

Qualifications

• Must pass identity checks and complete initial training.
• Professional remote work discipline and time management.
• Confidentiality and data protection compliance; anti-fraud protocols.

Responsibilities

• Provide professional, concise client communication within Assetara workspace.
• Deliver scheduled client calls and assist with platform navigation while maintaining compliance.
• Manage client threads, SLA adherence, and proactive outreach.
• Maintain accurate client notes in the CRM with data minimization.
• Escalate red flags and compliance-related issues per rules.

Skills

Client communication

CRM administration

Escalation & compliance

Time management

Tools

CRM software

Job description

Assetara Limited seeks a dedicated Client Relationship & Support Specialist (New York Dist 9, USA) to serve as the primary contact for clients, delivering concierge-level account assistance through the Assetara platform.

The role focuses on client communication, CRM administration, and support services, while strictly avoiding investment advice or handling client funds. Remote work with strict adherence to compliance and confidentiality is required.