Remote Client Concierge & Support Specialist

Assetara Limited; San Antonio (FL); On-site; USD 50,000 - 70,000; Full time

Job summary

Assetara Limited is seeking a remote Client Relationship & Support Specialist for San Antonio District 6. You will be the primary contact for clients, delivering concierge-level account support, CRM upkeep, and compliant communication within the Assetara workspace.

In this role you will conduct client calls, review portfolio context in advance, and guide clients through platform navigation while adhering to compliance rules. Strict data protection and anti-fraud practices are essential.

Qualifications

• Proven ability to communicate professionally and concisely within official platforms.
• Experience providing client-focused support and navigation assistance on software platforms.
• Ability to manage multiple client threads and SLA obligations while maintaining data integrity.

Responsibilities

• Provide professional communication within Assetara workspace and approved tools.
• Deliver scheduled client calls and assist clients with platform navigation.
• Prioritize unread client threads, manage SLA compliance, and perform proactive outreach.

Skills

Client communication

Concierge support

Queue & SLA management

CRM administration

Escalation & compliance

Job description

Assetara Limited is seeking a remote Client Relationship & Support Specialist for San Antonio District 6. You will be the primary contact for clients, delivering concierge-level account support, CRM upkeep, and compliant communication within the Assetara workspace.

In this role you will conduct client calls, review portfolio context in advance, and guide clients through platform navigation while adhering to compliance rules. Strict data protection and anti-fraud practices are essential.