Remote Client Concierge & Support Specialist

Assetara Limited; United States; On-site; USD 34,000 - 55,000; Full time

Benefits offered by this job

Job summary

Assetara Limited is seeking a remote Client Relationship & Support Specialist to join the team. The role focuses on client communication, CRM administration, and support services within the Assetara platform, working remotely as an Independent Contractor.

You will deliver concierge-style support, conduct scheduled client calls, and ensure compliance with security and data-handling guidelines while avoiding any regulated financial advisory activities.

Qualifications

• Provide professional client communication within Assetara workspace and approved tools.
• Deliver concierge-level support and scheduled client calls.
• Maintain accurate CRM notes while protecting personal data.
• Identify and escalate compliance or security issues immediately.

Responsibilities

• Client communication in Assetara workspace.
• Conduct scheduled client calls and assist with platform navigation.
• Manage queue and SLA adherence.
• Maintain CRM data and escalate when needed.

Skills

Client communication

CRM administration

SLA management

Compliance awareness

Remote work discipline

Job description

Assetara Limited is seeking a remote Client Relationship & Support Specialist to join the team. The role focuses on client communication, CRM administration, and support services within the Assetara platform, working remotely as an Independent Contractor.

You will deliver concierge-style support, conduct scheduled client calls, and ensure compliance with security and data-handling guidelines while avoiding any regulated financial advisory activities.