Remote Client Concierge & Support Specialist

Assetara Limited; Chicago (IL); On-site; USD 52,000 - 76,000; Full time

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist to join the team remotely via the Assetara platform. You will serve as the primary contact for clients, delivering concierge-level account support and ensuring CRM accuracy.

In this role, you will manage client communications within approved tools, coordinate scheduled calls, monitor SLA adherence, and escalate issues per compliance rules while protecting data privacy.

Qualifications

• Experience handling client relationships with a focus on service quality.
• Familiarity with CRM systems and maintaining client notes with accuracy.
• Awareness of data privacy, security, and compliance requirements.

Responsibilities

• Provide professional, concierge-level client communication within approved tools.
• Deliver scheduled client calls and assist with platform navigation while adhering to compliance.
• Prioritize unread client threads, monitor SLA adherence, and perform proactive outreach.
• Maintain accurate client notes and escalate red flags or incidents per rules.

Skills

Client communication

CRM administration

Compliance awareness

Time management

Tools

CRM software

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist to join the team remotely via the Assetara platform. You will serve as the primary contact for clients, delivering concierge-level account support and ensuring CRM accuracy.

In this role, you will manage client communications within approved tools, coordinate scheduled calls, monitor SLA adherence, and escalate issues per compliance rules while protecting data privacy.