Remote Client Concierge & Support Specialist

Assetara Limited; United States; On-site; USD 28,000 - 55,000; Full time

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist to join our team remotely in the San Diego area. You will serve as a key liaison for clients, delivering professional, concierge-level account assistance within the Assetara workspace and approved tools.

In this role you will manage client communications, perform CRM administration, and monitor SLA adherence while escalating issues per compliance rules. This is an independent contractor, remote position.

Qualifications

• Experience in client relationship management.
• Ability to work remotely with minimal supervision.
• Strong data privacy and security awareness.

Responsibilities

• Provide professional client communication within the Assetara workspace and approved tools.
• Deliver concierge-level support and scheduled client calls.
• Manage client queues, SLA compliance, and proactive outreach to clients.
• Maintain accurate client notes in the CRM without exposing personal data.
• Escalate red flags, complaints, or security concerns per compliance rules.

Skills

Client communication

CRM administration

Stellar customer service

Time management

Compliance awareness

Tools

CRM software

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist to join our team remotely in the San Diego area. You will serve as a key liaison for clients, delivering professional, concierge-level account assistance within the Assetara workspace and approved tools.

In this role you will manage client communications, perform CRM administration, and monitor SLA adherence while escalating issues per compliance rules. This is an independent contractor, remote position.