Remote Client Concierge & Support Specialist

Assetara Limited; Dallas (GA); On-site; USD 48,000 - 62,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to support clients remotely via the Assetara platform. You will be a key contact, providing concierge-level account assistance and CRM administration while focusing on client communication within approved tools.

Role emphasizes strict adherence to compliance, data protection, and confidentiality, with responsibilities spanning client calls, platform navigation, SLA management, and proactive outreach.

Qualifications

• Strong written and verbal communication with clients.
• Experience using CRM systems and maintaining client notes.
• Excellent time management and ability to work remotely.
• Familiarity with data privacy and compliance expectations.

Responsibilities

• Provide professional, warm, and concise client communication within Assetara workspace and approved tools.
• Deliver scheduled client calls and assist with platform navigation while respecting compliance limits.
• Prioritize unread client threads, manage SLA adherence, and perform proactive client outreach.
• Maintain accurate client notes in the CRM, avoiding unnecessary personal data.
• Identify red flags, and escalate security/incidents per compliance rules.

Skills

Client communication

CRM administration

Time management

Remote work discipline

Compliance awareness

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to support clients remotely via the Assetara platform. You will be a key contact, providing concierge-level account assistance and CRM administration while focusing on client communication within approved tools.

Role emphasizes strict adherence to compliance, data protection, and confidentiality, with responsibilities spanning client calls, platform navigation, SLA management, and proactive outreach.