Remote Client Concierge & Support Specialist

Assetara Limited; Chicago (IL); On-site; USD 52,000 - 64,000; Full time

Job summary

Assetara Limited seeks a remote Client Relationship & Support Specialist to serve Chicago-based clients via the Assetara platform. You will be the main contact, delivering professional, concierge-level account assistance and CRM administration while maintaining strict compliance.

In this role you will handle client communications, scheduled calls, platform navigation, SLA management, and escalation in accordance with company rules.

Qualifications

• Strict adherence to operational, security, and compliance guidelines.
• Professional remote work discipline and time management.
• Confidentiality and data protection responsibilities.
• No investment advice or handling of funds.

Responsibilities

• Provide professional, warm, concierge-level client support within Assetara workspace.
• Schedule client calls and assist with platform navigation while adhering to compliance.
• Prioritize unread client threads, manage SLA and proactive outreach.
• Maintain accurate client notes without exposing personal data.
• Identify red flags, complaints, or security Incidents and escalate per rules.

Skills

CRM administration

Client communication

SLA management

Compliance awareness

Tools

CRM software

Job description

Assetara Limited seeks a remote Client Relationship & Support Specialist to serve Chicago-based clients via the Assetara platform. You will be the main contact, delivering professional, concierge-level account assistance and CRM administration while maintaining strict compliance.

In this role you will handle client communications, scheduled calls, platform navigation, SLA management, and escalation in accordance with company rules.