Remote Client Concierge & Support Specialist

Assetara Limited; Dallas (GA); A distancia; USD 60.000 - 90.000; Jornada completa

Descripción de la vacante

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist for remote work based in Dallas, USA. This role focuses on client communication, CRM administration, and concierge-level support within the Assetara ecosystem.

You will handle client interactions, assist with platform navigation, and ensure strict adherence to security and compliance policies. Remote work discipline and confidentiality are essential for success in this role.

Formación

• Strong client-facing communication and professional tone.
• Experience handling CRM notes with accuracy and discretion.
• Ability to work remotely and manage time effectively.

Responsabilidades

• Provide professional communication only within Assetara workspace and approved tools.
• Deliver concierge-level support, including scheduled calls and platform navigation guidance.
• Manage unread threads, SLA adherence, and proactive client outreach.
• Maintain accurate client notes in the CRM, avoiding sensitive personal data.
• Identify and escalate red flags or compliance issues per company rules.

Conocimientos

Client communication

CRM administration

Customer support

Compliance & security

Herramientas

CRM software

Descripción del empleo

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist for remote work based in Dallas, USA. This role focuses on client communication, CRM administration, and concierge-level support within the Assetara ecosystem.

You will handle client interactions, assist with platform navigation, and ensure strict adherence to security and compliance policies. Remote work discipline and confidentiality are essential for success in this role.