Remote Client Concierge & Relationship Specialist

Assetara Limited; United States; On-site; USD 55,000 - 83,000; Part time

Job summary

Assetara Limited is seeking a diligent Client Relationship & Support Specialist to work remotely from New York District 8. You will be the primary contact for clients, delivering concierge-level account support while maintaining strict compliance and data protection standards.

The role emphasizes client communication, CRM administration, and proactive issue management within approved Assetara tools. This is an independent contractor, remote-position focused on service quality and confidentiality.

Qualifications

• Must complete initial training and identity checks.
• Professional remote work discipline and time management.
• Strict confidentiality and data protection compliance.
• No personalized investment advice or handling of client funds.

Responsibilities

• Provide professional, concise communication within Assetara workspace.
• Deliver scheduled client calls and assist with platform navigation.
• Prioritize unread messages and maintain SLA compliance.
• Maintain accurate client notes in the CRM with privacy in mind.
• Identify and escalate red flags or incidents per compliance rules.

Job description

Assetara Limited is seeking a diligent Client Relationship & Support Specialist to work remotely from New York District 8. You will be the primary contact for clients, delivering concierge-level account support while maintaining strict compliance and data protection standards.

The role emphasizes client communication, CRM administration, and proactive issue management within approved Assetara tools. This is an independent contractor, remote-position focused on service quality and confidentiality.