Remote Client Concierge & Support Specialist (LA Dist 9)

Assetara Limited; Los Angeles (TX); On-site; USD 60,000 - 85,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to work remotely in Los Angeles District 9, USA. You will serve as the main contact for clients, manage CRM notes, and provide concierge-level support within approved tools and strict compliance guidelines.

The role emphasizes professional communication, SLA adherence, and proactive outreach while avoiding regulated financial advice or handling client funds.

Qualifications

• Strict adherence to operational, security, and compliance guidelines.
• Professional remote work discipline, time management, and availability window compliance.
• Absolute commitment to confidentiality and data protection regulations.
• Prohibition on providing personalized investment advice or handling client funds.

Responsibilities

• Provide professional, warm, accurate client communication within Assetara workspace and approved tools.
• Deliver scheduled client calls, review portfolio context, and assist with platform navigation within compliance limits.
• Prioritize unread client threads, maintain SLA discipline, and perform authorized proactive client outreach.
• Maintain accurate client notes in the CRM without copying unnecessary personal data.
• Identify and escalate red flags, complaints, security incidents, or matters outside authorized boundaries.

Skills

Client communication

CRM administration

Concierge support

Queue & SLA management

Escalation & compliance

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to work remotely in Los Angeles District 9, USA. You will serve as the main contact for clients, manage CRM notes, and provide concierge-level support within approved tools and strict compliance guidelines.

The role emphasizes professional communication, SLA adherence, and proactive outreach while avoiding regulated financial advice or handling client funds.