Remote Client Concierge & Relationship Specialist

Assetara Limited; San Jose (IL); On-site; USD 55,000 - 85,000; Full time

Job summary

Assetara Limited is seeking a remote Client Relationship & Support Specialist to join the team via the Assetara platform. You will be a key contact for clients, offering concierge-level account assistance and guiding users through the platform with professionalism.

The role centers on client communication, CRM maintenance, and proactive SLA management while adhering to security and privacy policies. Collaboration with the BROKER department ensures compliance and accurate record-keeping.

Qualifications

• Experience delivering professional client communications in a remote setting.
• Ability to manage CRM records accurately and maintain client notes.
• Familiarity with compliance and data protection guidelines.

Responsibilities

• Provide professional, warm, and concise client communication exclusively within the Assetara workspace.
• Deliver scheduled client calls and assist with platform navigation.
• Prioritize unread client threads and manage SLA compliance.
• Maintain accurate client notes in the CRM without exposing personal data.
• Identify red flags and escalate compliance issues per policy.

Skills

Client communication

CRM administration

Time management

Compliance awareness

Tools

CRM software

Job description

Assetara Limited is seeking a remote Client Relationship & Support Specialist to join the team via the Assetara platform. You will be a key contact for clients, offering concierge-level account assistance and guiding users through the platform with professionalism.

The role centers on client communication, CRM maintenance, and proactive SLA management while adhering to security and privacy policies. Collaboration with the BROKER department ensures compliance and accurate record-keeping.