Remote Client Concierge & Support Specialist

Assetara Limited; Chicago (IL); Presencial; USD 55 000 - 70 000; Tempo integral

Resumo da oferta

Assetara Limited is seeking a Remote Client Relationship & Support Specialist (Chicago Dist 2, USA) to serve as a key contact for clients via the Assetara platform. You will focus on client communication, CRM administration, and concierge-level support while ensuring strict compliance and data protection.

The role emphasizes professional remote work discipline, confidentiality, and adherence to security guidelines, with no investment advice or handling client funds.

Responsabilidades

• Provide professional, warm, and concise client communication exclusively within the Assetara workspace and approved tools.
• Deliver scheduled client calls and assist with platform navigation while adhering to compliance limits.
• Prioritize unread client threads, manage SLA discipline, and conduct proactive outreach to clients.
• Maintain accurate, timely client notes in the CRM without copying personal data.
• Identify and escalate red flags or matters outside approved boundaries per compliance rules.

Descrição da oferta de emprego

Assetara Limited is seeking a Remote Client Relationship & Support Specialist (Chicago Dist 2, USA) to serve as a key contact for clients via the Assetara platform. You will focus on client communication, CRM administration, and concierge-level support while ensuring strict compliance and data protection.

The role emphasizes professional remote work discipline, confidentiality, and adherence to security guidelines, with no investment advice or handling client funds.