Remote Client Concierge & Relationship Specialist

Assetara Limited; United States; On-site; USD 60,000 - 90,000; Part time

Job summary

Assetara Limited in New York, USA, seeks a remote Client Relationship & Support Specialist. You will be the primary contact for clients, handling CRM notes and ensuring compliance while navigating the Assetara platform for clients.

This role emphasizes communication, concierge-level support, and strict adherence to data protection rules. As an independent contractor working remotely, you will manage client interactions, SLA enforcement, and escalate any red flags per company policy.

Qualifications

• Strict adherence to security and compliance guidelines.
• Proven ability to work remotely with time management.
• Commitment to confidentiality and data protection.

Responsibilities

• Provide professional, warm, accurate, and concise communication exclusively within the official Assetara workspace and approved tools.
• Deliver scheduled client calls, review portfolio context in advance, and assist clients with platform navigation while adhering to compliance.

Skills

Client communication

CRM administration

SLA management

Compliance

Job description

Assetara Limited in New York, USA, seeks a remote Client Relationship & Support Specialist. You will be the primary contact for clients, handling CRM notes and ensuring compliance while navigating the Assetara platform for clients.

This role emphasizes communication, concierge-level support, and strict adherence to data protection rules. As an independent contractor working remotely, you will manage client interactions, SLA enforcement, and escalate any red flags per company policy.