Remote Client Concierge & Support Specialist

Assetara Limited; United States; On-site; USD 42,000 - 68,000; Part time

Job summary

Assetara Limited is seeking a remote Client Relationship & Support Specialist to serve as the primary point of contact for clients via the Assetara platform. The role emphasizes concierge support, CRM administration, and compliant client communication, without engaging in regulated financial activity.

You will coordinate client calls, review portfolio context, and ensure adherence to security and data protection requirements.

Qualifications

• Professional remote work discipline and time management.
• Strict adherence to confidentiality, data protection, and anti-fraud protocols.
• Must not provide personalized investment advice or handle client funds.
• Must not use unapproved external communication channels.

Responsibilities

• Provide professional, warm communication exclusively within the official Assetara workspace and approved tools.
• Deliver concierge-level support and assist clients with platform navigation.
• Prioritize unread client threads, manage SLA compliance, and perform proactive client outreach.
• Maintain accurate client notes in the CRM and avoid copying unnecessary personal data.
• Identify and escalate red flags or matters outside authorized boundaries per compliance rules.

Skills

Client communication

CRM administration

SLA management

Compliance awareness

Escalation handling

Job description

Assetara Limited is seeking a remote Client Relationship & Support Specialist to serve as the primary point of contact for clients via the Assetara platform. The role emphasizes concierge support, CRM administration, and compliant client communication, without engaging in regulated financial activity.

You will coordinate client calls, review portfolio context, and ensure adherence to security and data protection requirements.