Remote Client Experience & Support Specialist

Assetara Limited; Dallas (GA); On-site; USD 52,000 - 75,000; Full time

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist to work remotely in the USA. You will serve as the primary contact for clients, handling communications, CRM notes, and concierge-level support within the Assetara platform.

Role focuses on client communication, CRM administration, and support services, while not acting as a regulated broker or giving investment advice. Remote work discipline, confidentiality, and strict compliance are essential.

Qualifications

• Must communicate professionally and concisely within approved tools.
• Ability to manage client information and notes accurately.
• Demonstrated discipline for remote work, schedule adherence, and responsiveness.

Responsibilities

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

Skills

Client communication

CRM administration

Remote work discipline

Time management

Compliance awareness

Tools

CRM software

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist to work remotely in the USA. You will serve as the primary contact for clients, handling communications, CRM notes, and concierge-level support within the Assetara platform.

Role focuses on client communication, CRM administration, and support services, while not acting as a regulated broker or giving investment advice. Remote work discipline, confidentiality, and strict compliance are essential.