Remote Client Concierge & Relationship Specialist

Assetara Limited; San Jose (IL); On-site; USD 34,000 - 69,000; 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 be the primary point of contact for clients, delivering concierge-level account assistance and ensuring smooth platform navigation.

Based in San Jose District 5, USA, you will handle client communication within approved tools, manage CRM notes, and escalate issues per compliance guidelines while maintaining strict confidentiality.

Qualifications

• Proven ability to communicate clearly with clients in a professional remote environment.
• Experience maintaining accurate client notes in a CRM and handling data responsibly.
• Understanding of escalation processes and compliance requirements.

Responsibilities

• Provide professional, warm client communication within Assetara workspace and approved tools.
• Deliver concierge-style client support and scheduled calls; assist with platform navigation.
• Prioritize unread client threads, manage SLA adherence, and conduct compliant proactive outreach.
• Maintain accurate, timely client notes in the CRM without exposing personal data.
• Identify and escalate red flags or issues outside authorized boundaries per company rules.

Skills

Client communication

CRM administration

Escalation handling

Compliance knowledge

Remote work discipline

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will be the primary point of contact for clients, delivering concierge-level account assistance and ensuring smooth platform navigation.

Based in San Jose District 5, USA, you will handle client communication within approved tools, manage CRM notes, and escalate issues per compliance guidelines while maintaining strict confidentiality.