Remote Client Experience & CRM Support Specialist

Assetara Limited; Los Angeles (TX); On-site; USD 52,000 - 78,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to work remotely in the Los Angeles area. You will serve as the primary contact for clients, providing courteous, accurate assistance and guiding them through the Assetara platform.

You will handle CRM notes, support calls, and proactive outreach while strictly following compliance rules and data protection protocols to prevent unauthorized activity.

Qualifications

• Strict adherence to operational, security, and compliance guidelines.
• Professional remote work discipline and time management.
• Confidential handling of client data according to documented instructions.
• No personalized investment advice or handling client funds.

Responsibilities

• Provide professional client communication within Assetara workspace.
• Deliver concierge-level support and assist with platform navigation.
• Manage queues and SLA compliance, with proactive client outreach.
• Maintain accurate client notes in the CRM without exposing personal data.
• Identify and escalate red flags or compliance issues immediately.

Skills

Client communication

CRM administration

Remote work discipline

Compliance awareness

Tools

CRM software

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to work remotely in the Los Angeles area. You will serve as the primary contact for clients, providing courteous, accurate assistance and guiding them through the Assetara platform.

You will handle CRM notes, support calls, and proactive outreach while strictly following compliance rules and data protection protocols to prevent unauthorized activity.