Remote Client Concierge & Support Specialist – Houston Dist 2

Assetara Limited; Houston (MS); Remote; USD 50,000 - 80,000; Full time

Job summary

Assetara Limited seeks a Client Relationship & Support Specialist to manage client communications and platform navigation remotely from the USA. The role emphasizes concierge-level service while adhering to compliance, data protection, and anti-fraud protocols.

Key responsibilities include CRM administration, SLA management, and escalation of issues within approved channels. This position focuses on client service rather than regulated financial advice.

Qualifications

• Proficient client communication within secure platforms.
• Experience with CRM administration and client data handling.
• Familiarity with escalation processes and compliance requirements.

Responsibilities

• Provide professional, warm client communication within Assetara workspace.
• Deliver concierge-style support and platform navigation assistance.
• Prioritize unread client threads and ensure SLA compliance.
• Maintain accurate client notes in the CRM without exposing personal data.
• Identify and escalate red flags or security issues per compliance rules.

Skills

Client communication

CRM administration

Escalation & compliance

SLA & queue management

Remote work discipline

Tools

CRM software

Job description

Assetara Limited seeks a Client Relationship & Support Specialist to manage client communications and platform navigation remotely from the USA. The role emphasizes concierge-level service while adhering to compliance, data protection, and anti-fraud protocols.

Key responsibilities include CRM administration, SLA management, and escalation of issues within approved channels. This position focuses on client service rather than regulated financial advice.