Remote Client Concierge & Support Specialist

Assetara Limited; Los Angeles (TX); On-site; USD 45,000 - 60,000; Full time

Job summary

Assetara is seeking a Client Relationship & Support Specialist to work remotely via the Assetara platform in Los Angeles, USA. You will be the key contact for clients, delivering concierge-level account assistance and guiding them through the platform.

Responsibilities include professional client communication within approved tools, CRM administration, SLA hygiene, and timely escalation of issues in line with compliance rules.

Qualifications

• Strict adherence to operational, security, and compliance guidelines.
• Professional remote work discipline, time management, and availability window compliance.
• Absolute commitment to confidentiality, data protection regulations, and anti-fraud protocols.
• Strict prohibitions: no personalized investment advice or unapproved channels.

Responsibilities

• Provide professional, warm, accurate, and concise communication within the Assetara workspace and approved tools.
• Deliver scheduled client calls, review portfolio context, and assist clients with platform navigation while complying with limits.
• Prioritize unread client threads, manage SLA compliance, and conduct proactive outreach to clients.
• Maintain accurate client notes in the CRM without copying unnecessary personal data.
• Identify and escalate red flags, complaints, or security incidents per compliance rules.

Skills

Client communication

CRM administration

Remote work discipline

Time management

Job description

Assetara is seeking a Client Relationship & Support Specialist to work remotely via the Assetara platform in Los Angeles, USA. You will be the key contact for clients, delivering concierge-level account assistance and guiding them through the platform.

Responsibilities include professional client communication within approved tools, CRM administration, SLA hygiene, and timely escalation of issues in line with compliance rules.