Remote Client Concierge & CRM Support Specialist

Assetara Limited; New York (NY); Remote; USD 60,000 - 90,000; Full time

Job summary

Assetara Limited in New York Dist 6, USA is seeking a Client Relationship & Support Specialist to serve as a key contact for clients from our Assetara platform, focusing on communication, CRM administration, and support services. The role is remote, with strict compliance guidelines and confidential handling of client data.

You will conduct scheduled client calls, assist with platform navigation, and escalate issues per policy.

Qualifications

• Strict adherence to operational, security, and compliance guidelines.
• Professional remote work discipline and time management.
• Confidential handling of client data and anti-fraud protocols.
• No personalized investment advice or use of unapproved channels.

Responsibilities

• Provide professional client communication within the Assetara workspace.
• Deliver concierge-style client calls and assist with platform navigation.
• Prioritize unread client threads and manage SLA compliance.
• Maintain accurate client notes in the CRM with data minimization.
• Identify red flags and escalate compliance issues.

Skills

Client communication

CRM administration

Time management

Compliance awareness

Confidentiality

Job description

Assetara Limited in New York Dist 6, USA is seeking a Client Relationship & Support Specialist to serve as a key contact for clients from our Assetara platform, focusing on communication, CRM administration, and support services. The role is remote, with strict compliance guidelines and confidential handling of client data.

You will conduct scheduled client calls, assist with platform navigation, and escalate issues per policy.