Remote Client Concierge & Support Specialist, SJ Dist 8

Assetara Limited; San Jose (IL); On-site; USD 55,000 - 70,000; 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. The role focuses on client communication, CRM administration, and concierge-level support within approved tools.

You will act as a key contact for clients, deliver scheduled calls, review portfolio context, and escalate issues per compliance rules. A strong emphasis on confidentiality, data protection, and anti-fraud protocols is essential.

Qualifications

• Must have strong client communication skills and CRM proficiency.
• Knowledge of data protection and confidentiality best practices.
• Ability to manage time and multi-task in a remote environment.

Responsibilities

• Provide professional, warm, and concise client communication exclusively within the Assetara workspace and approved tools.
• Deliver scheduled client calls, review portfolio context, and assist clients with platform navigation while adhering to compliance limits.
• Prioritize unread client threads, manage SLA compliance, and perform authorized proactive outreach to clients.
• Maintain accurate client notes in the CRM without exposing personal data.
• Identify and escalate red flags, complaints, or security incidents per company rules.

Skills

Client communication

CRM administration

Time management

Remote work discipline

Confidentiality

Tools

CRM software

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. The role focuses on client communication, CRM administration, and concierge-level support within approved tools.

You will act as a key contact for clients, deliver scheduled calls, review portfolio context, and escalate issues per compliance rules. A strong emphasis on confidentiality, data protection, and anti-fraud protocols is essential.