Remote Client Concierge & Support Specialist

Assetara Limited; Dallas (GA); Remote; USD 60,000 - 75,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely in the USA. You will be a key point of contact for clients, providing concierge-level account support within the Assetara workspace and approved tools.

This role emphasizes client communication, CRM administration, and compliant, confidential handling of client data. You will avoid providing investment advice and must adhere to security and compliance policies.

Qualifications

• Strict adherence to operational, security, and compliance guidelines.
• Professional remote work discipline, time management, and availability window compliance.
• Confidential handling of client data and anti-fraud protocols.

Responsibilities

• Client Communication: Provide professional, warm, accurate, and concise communication exclusively within the official Assetara workspace and approved tools.
• Concierge Support: Deliver scheduled client calls, review portfolio context in advance, and assist clients with platform navigation while strictly adhering to compliance limits.
• Queue & SLA Management: Prioritize unread client threads, handle SLA compliance disciplines, and conduct authorized proactive outreach to clients.
• CRM Administration: Maintain accurate, timely, and complete client notes within the system without copying unnecessary personal data.
• Escalation & Compliance: Immediately identify and escalation red flags, complaints, security incidents, or matters outside authorized boundaries according to company compliance rules.

Skills

Client communication

CRM administration

Remote work discipline

Time management

Tools

Assetara workspace

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely in the USA. You will be a key point of contact for clients, providing concierge-level account support within the Assetara workspace and approved tools.

This role emphasizes client communication, CRM administration, and compliant, confidential handling of client data. You will avoid providing investment advice and must adhere to security and compliance policies.