Remote Client Concierge & Support Specialist

Assetara Limited; United States; On-site; USD 34,000 - 69,000; Full time

Job summary

Assetara Limited in the USA is seeking a Client Relationship & Support Specialist to serve as the primary contact for clients, delivering friendly, professional concierge-level account assistance remotely.

The role emphasizes client communication within the Assetara workspace, CRM administration, SLA management, and escalation under compliance rules, while avoiding regulated financial activities.

Qualifications

• Strict adherence to operational, security, and compliance guidelines.
• Professional remote work discipline, time management, and availability.
• Confidential handling of client data and compliance with data protection rules.
• Avoidance of unapproved external communication channels.

Responsibilities

• Provide professional, warm, and concise client communication within Assetara workspace.
• Deliver concierge support, including scheduled client calls and platform navigation help.
• Prioritize unread threads, manage SLA discipline, and proactive outreach.
• Maintain accurate client notes in CRM, escalate issues per compliance rules.

Skills

Client communication

CRM administration

SLA management

Compliance awareness

Remote work discipline

Tools

CRM software

Job description

Assetara Limited in the USA is seeking a Client Relationship & Support Specialist to serve as the primary contact for clients, delivering friendly, professional concierge-level account assistance remotely.

The role emphasizes client communication within the Assetara workspace, CRM administration, SLA management, and escalation under compliance rules, while avoiding regulated financial activities.