Remote Client Concierge & Support Specialist

Assetara Limited; Dallas (GA); Remote; USD 50.000 - 70.000; Vollzeit

Zusammenfassung

Assetara Limited seeks a Client Relationship & Support Specialist to work remotely from Dallas District 5, USA. The role focuses on client communication, CRM administration, and support services within the Assetara platform, not on regulated brokerage services.

Responsibilities include client calls, platform guidance, SLA management, and escalation of compliance issues, with strict data protection and anti-fraud protocols.

Qualifikationen

• Strict adherence to operational, security, and compliance guidelines.
• Professional remote work discipline, time management, and availability window compliance.
• Absolute commitment to confidentiality, data protection regulations, and anti-fraud protocols.
• Strict prohibitions: no personalized investment advice, no handling client funds, no unapproved external channels.

Aufgaben

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

Jobbeschreibung

Assetara Limited seeks a Client Relationship & Support Specialist to work remotely from Dallas District 5, USA. The role focuses on client communication, CRM administration, and support services within the Assetara platform, not on regulated brokerage services.

Responsibilities include client calls, platform guidance, SLA management, and escalation of compliance issues, with strict data protection and anti-fraud protocols.