Remote Client Concierge & Support Specialist

Assetara Limited; Philadelphia (MS); On-site; USD 60,000 - 90,000; Full time

Job summary

Assetara Limited in the USA is seeking a remote Client Relationship & Support Specialist to serve as the primary contact for clients through the Assetara platform. This role focuses on client communication, CRM administration, and support services, without engaging in regulated financial brokerage.

You will perform concierge-level account assistance, conduct scheduled client calls, review portfolio context, and ensure SLA and compliance guidelines are followed.

Qualifications

• Strict adherence to operational, security, and compliance guidelines (including mandatory completion of initial training and identity checks).
• Professional remote work discipline, time management, and availability window compliance.
• Absolute commitment to confidentiality, data protection regulations (handling Client Data strictly on documented instructions), and anti-fraud protocols.
• Strict Prohibitions: must never provide personalized investment advice, promise guaranteed returns, handle client funds/private keys, or use unapproved external communication channels.

Responsibilities

• Provide professional, warm, accurate, and concise communication exclusively within the official Assetara workspace and approved tools.
• Deliver scheduled client calls, review portfolio context in advance, and assist clients with platform navigation while strictly adhering to compliance limits.
• Prioritize unread client threads, handle SLA compliance disciplines, and conduct authorized proactive outreach to clients.
• Maintain accurate, timely, and complete client notes within the system without copying unnecessary personal data.
• Immediately identify and escalate red flags, complaints, security incidents, or matters outside authorized boundaries according to company compliance rules.

Job description

Assetara Limited in the USA is seeking a remote Client Relationship & Support Specialist to serve as the primary contact for clients through the Assetara platform. This role focuses on client communication, CRM administration, and support services, without engaging in regulated financial brokerage.

You will perform concierge-level account assistance, conduct scheduled client calls, review portfolio context, and ensure SLA and compliance guidelines are followed.