Remote Client Concierge & Support Specialist – Dist 4

Assetara Limited; Philadelphia (MS); On-site; USD 45,000 - 75,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely in the USA. The role focuses on client communication, CRM administration, and support services within the Assetara platform, not on regulated investment activities.

You will act as a key point of contact for clients, coordinating calls, guiding platform navigation, and ensuring compliance in every interaction. This position emphasizes confidentiality and strict data handling protocols.

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).
• Strict prohibitions: must never provide personalized investment advice, promise guaranteed returns, handle client funds/private keys, or use unapproved external communication channels.

Responsibilities

• Client Communication: Provide professional, warm, accurate, and concise communication within the Assetara workspace and approved tools.
• Concierge Support: Deliver scheduled client calls, review portfolio context in advance, and assist clients with platform navigation while adhering to compliance limits.
• Queue & SLA Management: Prioritize unread client threads, maintain SLA discipline, and perform authorized proactive client outreach.
• CRM Administration: Maintain accurate client notes within the system without copying unnecessary personal data.
• Escalation & Compliance: Identify and escalate red flags, complaints, security incidents, or matters outside authorized boundaries according to rules.

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely in the USA. The role focuses on client communication, CRM administration, and support services within the Assetara platform, not on regulated investment activities.

You will act as a key point of contact for clients, coordinating calls, guiding platform navigation, and ensuring compliance in every interaction. This position emphasizes confidentiality and strict data handling protocols.