Remote Client Concierge & CRM Support Specialist

Assetara Limited; San Jose (IL); On-site; USD 50,000 - 75,000; Full time

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist to join our San Jose-based team remotely. In this role you will be a key contact for clients, delivering concierge-level account assistance and ensuring smooth platform navigation within approved tools.

You will handle client communications, CRM notes, SLA management, and escalation of red flags in alignment with compliance rules, while upholding confidentiality and data protection standards.

Qualifications

• Adhere to operational, security, and compliance guidelines.
• Professional remote work discipline and time management.
• Confidentiality and data protection compliance.
• No personalized investment advice or unapproved channels.

Responsibilities

• Provide professional client communication within Assetara workspace.
• Conduct concierge-style client calls and assist with platform navigation.
• Prioritize unread threads, manage SLA compliance, and proactive outreach.
• Maintain accurate client notes in the CRM, avoiding unnecessary data.
• Identify red flags and escalate compliance issues per rules.

Skills

CRM administration

Client communication

Time management

Compliance awareness

Tools

CRM software

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist to join our San Jose-based team remotely. In this role you will be a key contact for clients, delivering concierge-level account assistance and ensuring smooth platform navigation within approved tools.

You will handle client communications, CRM notes, SLA management, and escalation of red flags in alignment with compliance rules, while upholding confidentiality and data protection standards.