Remote Client Concierge & Support Specialist

Assetara Limited; United States; On-site; USD 60,000 - 90,000; Part time

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist to work remotely in the San Diego area, serving as the main contact for clients, delivering concierge‑level account assistance, and focusing on communication, CRM administration, and platform navigation.

This role requires strict adherence to security, data protection, and anti‑fraud protocols, with no investment advice or handling of funds, and expects professional remote work discipline and compliance with internal

Qualifications

• Remote work discipline and availability window compliance.
• Adherence to confidentiality and data protection regulations.
• Anti-fraud protocols and policy adherence.

Responsibilities

• Provide professional, warm client communication within Assetara workspace and approved tools.
• Deliver concierge support, schedule client calls, and assist with platform navigation.
• Prioritize unread client threads, meet SLA requirements, and conduct proactive outreach.
• Maintain accurate client notes in CRM without exposing personal data.
• Identify and escalate red flags or compliance issues per internal rules.

Skills

Client communication

CRM administration

Compliance awareness

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist to work remotely in the San Diego area, serving as the main contact for clients, delivering concierge‑level account assistance, and focusing on communication, CRM administration, and platform navigation.

This role requires strict adherence to security, data protection, and anti‑fraud protocols, with no investment advice or handling of funds, and expects professional remote work discipline and compliance with internal