Remote Client Concierge & CRM Support Specialist

Assetara Limited; San Jose (IL); On-site; USD 41,328,000 - 68,880,000; Full time

Job summary

Assetara Limited is seeking a remote Client Relationship & Support Specialist to be the primary contact for clients within the Assetara workspace. You will provide concierge-level account support and meticulous CRM administration from a remote setting.

The role emphasizes compliant, secure client communication, SLA management, and escalation awareness, while avoiding investment advice or handling client funds. Collaboration with BROKER department supports overall client success.

Qualifications

• Must maintain professional, secure client communications within approved tools and Assetara workspace.
• Strong CRM data integrity and timely client notes.
• Ability to manage service level agreements and proactive outreach.
• Adhere to consent, privacy, and anti-fraud rules.

Responsibilities

• Provide professional client communication exclusively within the Assetara workspace and approved tools.
• Conduct concierge-style client calls and assist with platform navigation while respecting compliance limits.
• Prioritize unread messages, monitor SLA compliance, and perform authorized proactive outreach.
• Maintain accurate client notes and perform CRM administration without exposing personal data.

Skills

Client communication

CRM administration

SLA management

Compliance

Tools

CRM software

Job description

Assetara Limited is seeking a remote Client Relationship & Support Specialist to be the primary contact for clients within the Assetara workspace. You will provide concierge-level account support and meticulous CRM administration from a remote setting.

The role emphasizes compliant, secure client communication, SLA management, and escalation awareness, while avoiding investment advice or handling client funds. Collaboration with BROKER department supports overall client success.