Remote Client Concierge & Support Specialist

Assetara Limited; Washington; On-site; USD 45,000 - 75,000; Full time

Job summary

Assetara Limited in the United States is seeking a dedicated Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will be the primary contact for clients, delivering concierge-level assistance and guiding them through the platform.

This role emphasizes client communication, CRM administration, compliance, and proactive outreach while maintaining strict confidentiality and data protection.

Qualifications

• Experience with CRM platforms and client data handling.
• Strong written and verbal communication with clients.
• Ability to work independently in a remote environment while meeting deadlines.

Responsibilities

• Client Communication: Provide professional, warm, and concise communication within approved tools.
• Concierge Support: Conduct scheduled client calls and assist with platform navigation while adhering to compliance rules.
• Queue & SLA Management: Prioritize unread threads, manage SLA processes, and perform proactive outreach.
• CRM Administration: Maintain accurate client notes, avoiding unnecessary personal data.
• Escalation & Compliance: Identify red flags and escalate issues per company compliance rules.

Skills

CRM administration

Client communication

Remote work discipline

Job description

Assetara Limited in the United States is seeking a dedicated Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will be the primary contact for clients, delivering concierge-level assistance and guiding them through the platform.

This role emphasizes client communication, CRM administration, compliance, and proactive outreach while maintaining strict confidentiality and data protection.