Remote Client Concierge & Relations Specialist

Assetara Limited; Dallas (GA); Remote; USD 45,000 - 65,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will act as a primary contact for clients, delivering concierge-level account assistance, CRM administration, and clear, compliant communication within the official workspace.

The role emphasizes client communication, proactive outreach, and strict adherence to privacy and security standards, with no investment advice.

Qualifications

• Client communication with clients via Assetara workspace and approved tools.
• CRM administration with accurate client notes in the system.
• Professional remote work discipline, time management, and compliance with availability windows.

Responsibilities

• Client Communication: Provide professional, warm, concise communication within the official Assetara workspace.
• Concierge Support: Deliver scheduled client calls and assist clients with platform navigation while adhering to compliance limits.
• Queue & SLA Management: Prioritize unread client threads and manage SLA disciplines.

Skills

Client communication

CRM administration

Remote work discipline

Tools

CRM system

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will act as a primary contact for clients, delivering concierge-level account assistance, CRM administration, and clear, compliant communication within the official workspace.

The role emphasizes client communication, proactive outreach, and strict adherence to privacy and security standards, with no investment advice.