Remote Client Concierge & Support Specialist

Assetara Limited; Philadelphia (MS); On-site; USD 52,000 - 72,000; Full time

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist to serve as the primary contact for clients on the Assetara platform. This remote role focuses on client communication, CRM administration, and concierge-level support.

You will conduct scheduled client calls, guide users through the platform, monitor SLA compliance, and escalate red flags in line with company rules. This role does not involve regulated brokerage activity.

Qualifications

• Must adhere to operational, security, and compliance guidelines.
• Professional remote work discipline and time management.
• Confidentiality and data protection compliance are mandatory.

Responsibilities

• Provide professional client communication within Assetara workspace and approved tools.
• Deliver concierge-level client support, including scheduled calls and platform navigation.
• Manage client threads, SLA adherence, and proactive outreach within compliance rules.
• Maintain accurate client notes in the CRM without exposing personal data.
• Identify and escalate red flags or incidents according to company policy.

Skills

Communication skills

Time management

Confidentiality

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist to serve as the primary contact for clients on the Assetara platform. This remote role focuses on client communication, CRM administration, and concierge-level support.

You will conduct scheduled client calls, guide users through the platform, monitor SLA compliance, and escalate red flags in line with company rules. This role does not involve regulated brokerage activity.