Remote Client Concierge & Support Specialist

Assetara Limited; United States; On-site; USD 34,000 - 62,000; Part time

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist to work remotely for San Antonio Dist 2, USA. You will be the main point of contact for clients, delivering courteous, concierge-level account assistance within the Assetara workspace.

The role emphasizes client communication, CRM administration, and support services, without involvement in regulated financial activities. It requires strict adherence to security, privacy, and compliance standards, plus reliable remote work

Qualifications

• Proven ability to communicate professionally and concisely with clients.
• Experience handling CRM notes with accuracy and privacy.
• Demonstrated discipline for remote work, time management, and availability.
• Commitment to confidentiality and anti-fraud protocols.

Responsibilities

• Provide professional client communication within Assetara workspace and approved tools.
• Deliver concierge support, client calls, and platform navigation assistance.
• Manage client threads, SLA adherence, and proactive outreach where appropriate.
• Maintain accurate client notes in CRM without exposing personal data.
• Identify and escalate red flags or compliance breaches per policy.

Skills

Client communication

CRM administration

Remote work discipline

Compliance awareness

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist to work remotely for San Antonio Dist 2, USA. You will be the main point of contact for clients, delivering courteous, concierge-level account assistance within the Assetara workspace.

The role emphasizes client communication, CRM administration, and support services, without involvement in regulated financial activities. It requires strict adherence to security, privacy, and compliance standards, plus reliable remote work