Remote Client Concierge & Support Specialist

Assetara Limited; San Jose (IL); On-site; USD 45,000 - 75,000; Full time

Job summary

Assetara Limited is seeking a remote Client Relationship & Support Specialist to serve as the main client liaison via the Assetara platform. This role emphasizes CRM administration, detailed client communications, and compliance-aligned support services, rather than any regulated financial activity.

The position requires strong organizational discipline, adherence to data privacy standards, and a commitment to secure, confidential handling of client information while collaborating with the

Qualifications

• Adhere to operational, security, and compliance guidelines, including training and identity checks.
• Maintain professional remote work discipline, time management, and availability.
• Commit to confidentiality and data protection per documented instructions.
• Do not provide personalized investment advice or use unapproved channels.

Responsibilities

• Communicate professionally within Assetara workspace and approved tools.
• Deliver concierge-style client support and platform navigation help.
• Prioritize unread client threads and manage SLA compliance.
• Maintain accurate client notes in the CRM while protecting data.
• Identify red flags and escalate breaches per compliance rules.

Skills

Client communication

CRM administration

SLA management

Compliance awareness

Data privacy

Tools

CRM software

Job description

Assetara Limited is seeking a remote Client Relationship & Support Specialist to serve as the main client liaison via the Assetara platform. This role emphasizes CRM administration, detailed client communications, and compliance-aligned support services, rather than any regulated financial activity.

The position requires strong organizational discipline, adherence to data privacy standards, and a commitment to secure, confidential handling of client information while collaborating with the