Remote Client Concierge & Support Specialist

Assetara Limited; Chicago (IL); On-site; USD 60,000 - 85,000; Full time

Job summary

Assetara Limited in Chicago, USA is seeking a Client Relationship & Support Specialist to act as a key contact for clients, delivering concierge-level account assistance through the Assetara platform.

The role emphasizes client communication, CRM administration, and compliant support, while avoiding investment advice or handling funds. This position is remote, requiring strict confidentiality, adherence to security rules, and participation in initial training.

Qualifications

• Strong written and verbal communication with clients.
• Experience with CRM systems.
• Ability to manage time and adhere to compliance guidelines.

Responsibilities

• Provide professional, warm, accurate client communication within the Assetara workspace and approved tools.
• Deliver concierge client support, including scheduled calls and platform navigation assistance.
• Prioritize unread client threads, ensure SLA compliance, and perform proactive outreach.
• Maintain accurate client notes in the CRM without exposing personal data.
• Identify red flags, complaints, security incidents, or non-authorized matters for escalations per compliance rules.

Skills

Client communication

CRM administration

Escalation & compliance

Remote work discipline

Job description

Assetara Limited in Chicago, USA is seeking a Client Relationship & Support Specialist to act as a key contact for clients, delivering concierge-level account assistance through the Assetara platform.

The role emphasizes client communication, CRM administration, and compliant support, while avoiding investment advice or handling funds. This position is remote, requiring strict confidentiality, adherence to security rules, and participation in initial training.