Remote Client Concierge & Support Specialist

Assetara Limited; Houston (MS); On-site; USD 41,000 - 83,000; Part time

Job summary

Assetara Limited in Houston, USA is seeking a remote Client Relationship & Support Specialist. You will serve as the main point of contact for clients, delivering concierge-level account support and maintaining CRM records in Assetara's workspace.

In this independent contractor role, you will conduct scheduled client calls, navigate the platform with clients, and monitor SLA adherence while upholding strict compliance rules and data-protection standards.

Qualifications

• Adhere to operational, security, and compliance guidelines.
• Complete initial training and identity checks.
• Demonstrate professional remote-work discipline and time management.
• Maintain client confidentiality and data protection.
• Avoid providing personalized investment advice or unauthorized channels.

Responsibilities

• Provide professional communication exclusively within Assetara workspace and approved tools.
• Deliver scheduled client calls, review portfolio context, and assist platform navigation.
• Prioritize unread client threads, uphold SLA compliance, and conduct proactive outreach.
• Maintain accurate, timely client notes within the CRM, avoiding unnecessary personal data.
• Identify red flags, complaints, security incidents, or matters outside authorized boundaries for escalation.

Skills

Client communication

CRM administration

SLA management

Compliance awareness

Time management

Job description

Assetara Limited in Houston, USA is seeking a remote Client Relationship & Support Specialist. You will serve as the main point of contact for clients, delivering concierge-level account support and maintaining CRM records in Assetara's workspace.

In this independent contractor role, you will conduct scheduled client calls, navigate the platform with clients, and monitor SLA adherence while upholding strict compliance rules and data-protection standards.