Remote Client Concierge & Support Specialist

Assetara Limited; Dallas (GA); On-site; USD 48,000 - 75,000; Full time

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist to join our Dallas-based team remotely. You will be the primary contact for clients, delivering concierge-level account assistance and ensuring smooth platform navigation within the Assetara workspace.

Responsibilities include client communication, CRM administration, queue and SLA management, and escalation handling in line with compliance rules.

Qualifications

• Need to communicate professionally and concisely with clients.
• Experience administering client relationship management systems.
• Demonstrated ability to work effectively in a remote setup.
• Familiarity with compliance and data-protection requirements.

Responsibilities

• Provide professional communication within Assetara workspace and approved tools.
• Deliver concierge-level client support and platform navigation assistance.
• Manage queue prioritization, SLA adherence, and proactive outreach.
• Maintain accurate client notes in the CRM without exposing personal data.
• Identify and escalate red flags or incidents per compliance rules.

Skills

Client communication

CRM administration

Remote work discipline

Compliance awareness

Tools

CRM software

Assetara workspace

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist to join our Dallas-based team remotely. You will be the primary contact for clients, delivering concierge-level account assistance and ensuring smooth platform navigation within the Assetara workspace.

Responsibilities include client communication, CRM administration, queue and SLA management, and escalation handling in line with compliance rules.