Remote Client Concierge & CRM Support Specialist

Assetara Limited; San Jose (IL); On-site; USD 42,000 - 66,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely through the Assetara platform. You will be the main contact for clients, delivering concierge-level account assistance and precise CRM support.

In this role, you will handle client communications within the official Assetara workspace, manage queues and SLAs, and escalate issues per compliance rules while protecting data and confidentiality.

Qualifications

• Must adhere to operational, security, and compliance guidelines.
• Professional remote work discipline and time management.
• Confidentiality and data protection compliance.

Responsibilities

• Provide professional, warm, and concierge-level client communication within the Assetara workspace and approved tools.
• Deliver scheduled client calls, review portfolio context, and assist platform navigation within compliance limits.
• Prioritize unread client threads, manage SLA compliance, and perform proactive client outreach.
• Maintain accurate client notes in CRM without exposing personal data.
• Identify and escalate red flags, complaints, or security issues per company rules.

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely through the Assetara platform. You will be the main contact for clients, delivering concierge-level account assistance and precise CRM support.

In this role, you will handle client communications within the official Assetara workspace, manage queues and SLAs, and escalate issues per compliance rules while protecting data and confidentiality.