Remote Client Concierge & Support Specialist

Assetara Limited; Los Angeles (TX); On-site; USD 34,000 - 62,000; Full time

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist (Los Angeles, USA) to work remotely as an Independent Contractor. You will be the main client contact, handling CRM notes, and guiding clients through the Assetara platform with concierge-level service.

Role focuses on client communication, CRM administration, and compliance within approved channels, not regulated brokerage activities. Availability and strict data protection are essential to success.

Qualifications

• Professional remote-work discipline and time management.
• Strict adherence to security, privacy, and compliance guidelines.
• Ability to maintain confidentiality and data protection standards.

Responsibilities

• Communicate with clients professionally within the official Assetara workspace and approved tools.
• Provide concierge-level support and platform navigation assistance for clients.
• Manage client notes in CRM accurately and securely.
• Escalate red flags and compliance issues per policy.
• Coordinate scheduled client calls and ensure SLA adherence.

Skills

Client communication

CRM administration

Compliance awareness

Tools

CRM systems

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist (Los Angeles, USA) to work remotely as an Independent Contractor. You will be the main client contact, handling CRM notes, and guiding clients through the Assetara platform with concierge-level service.

Role focuses on client communication, CRM administration, and compliance within approved channels, not regulated brokerage activities. Availability and strict data protection are essential to success.