Remote Client Concierge & Support Specialist

Assetara Limited; Philadelphia (MS); On-site; USD 45,000 - 65,000; Part time

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist to work remotely from the USA. You will be the key contact for clients, manage CRM notes, and provide concierge-level support while ensuring compliance and security guidelines are followed.

In this independent contractor role, you will coordinate client communication, navigate the Assetara platform, and escalate issues per policy, delivering professional service without offering investment advice.

Qualifications

• Strict adherence to operational, security, and compliance guidelines.
• Professional remote work discipline and time management.
• Confidential handling of client data and anti-fraud protocols.

Responsibilities

• Provide professional, warm communication within the Assetara workspace.
• Deliver scheduled client calls and assist with platform navigation.
• Maintain accurate client notes in the CRM and escalate issues per policy.
• Identify red flags and comply with escalation procedures.

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist to work remotely from the USA. You will be the key contact for clients, manage CRM notes, and provide concierge-level support while ensuring compliance and security guidelines are followed.

In this independent contractor role, you will coordinate client communication, navigate the Assetara platform, and escalate issues per policy, delivering professional service without offering investment advice.