Remote Client Concierge & Support Specialist

Assetara Limited; United States; On-site; USD 60,000 - 90,000; Full time

Job summary

Assetara Limited is seeking a remote Client Relationship & Support Specialist to act as a key client contact via the Assetara platform, delivering professional, concierge‑level account assistance and CRM administration.

The role focuses on client communication, policy‑driven support, SLA tracking, escalation when needed, and strict adherence to security and data‑protection rules, with no provision of personalized investment advice.

Qualifications

• Strict adherence to operational, security, and compliance guidelines (including mandatory completion of initial training and identity checks).
• Professional remote work discipline, time management, and availability window compliance.
• Absolute commitment to confidentiality, data protection regulations (handling Client Data strictly on documented instructions), and anti-fraud protocols.

Responsibilities

• Provide professional, warm, accurate, and concise communication exclusively within the official Assetara workspace and approved tools.
• Deliver scheduled client calls, review portfolio context in advance, and assist clients with platform navigation while strictly adhering to compliance limits.
• Prioritize unread client threads, handle SLA compliance disciplines, and conduct authorized proactive outreach to clients.
• Maintain accurate, timely, and complete client notes within the system without copying unnecessary personal data.
• Immediately identify and elevate red flags, complaints, security incidents, or matters outside authorized boundaries according to company compliance rules.

Job description

Assetara Limited is seeking a remote Client Relationship & Support Specialist to act as a key client contact via the Assetara platform, delivering professional, concierge‑level account assistance and CRM administration.

The role focuses on client communication, policy‑driven support, SLA tracking, escalation when needed, and strict adherence to security and data‑protection rules, with no provision of personalized investment advice.