Remote Client Concierge & Support Specialist

Assetara Limited; United States; On-site; USD 35,000 - 55,000; Part time

Job summary

Assetara Limited in San Antonio, USA is seeking a Client Relationship & Support Specialist to work remotely via the Assetara platform. You will serve as the primary contact for clients, delivering professional, concierge-level account assistance while ensuring strict adherence to compliance and data protection rules.

The role focuses on client communication, CRM administration, and proactive support without providing investment advice.

Qualifications

• Strict adherence to operational, security, and compliance guidelines including initial training and identity checks.
• Professional remote work discipline, time management, and availability window compliance.
• Absolute commitment to confidentiality and data protection regulations; anti-fraud protocols.
• Strict prohibitions: no personalized investment advice, no handling client funds or private keys.

Responsibilities

• Provide professional, warm, and concise client communication strictly within Assetara workspace and approved tools.
• Deliver concierge support with scheduled client calls and platform navigation assistance.
• Prioritize unread client threads, manage SLA compliance, and perform authorized proactive outreach.
• Maintain accurate client notes in CRM without exposing personal data.
• Identify and escalate red flags or compliance breaches immediately.

Skills

Client communication

CRM administration

Customer support

Compliance awareness

Time management

Job description

Assetara Limited in San Antonio, USA is seeking a Client Relationship & Support Specialist to work remotely via the Assetara platform. You will serve as the primary contact for clients, delivering professional, concierge-level account assistance while ensuring strict adherence to compliance and data protection rules.

The role focuses on client communication, CRM administration, and proactive support without providing investment advice.