Remote Client Relations & Concierge Specialist

Assetara Limited; Dallas (GA); On-site; USD 34,000 - 69,000; Full time

Job summary

Assetara Limited seeks a dedicated Client Relationship & Support Specialist to work remotely via the Assetara platform. You will serve as the main contact for clients, delivering concierge-level account assistance and maintaining CRM data in approved tools.

This role focuses on client communication, platform navigation support, SLA adherence, and compliance screening—no investment advisory duties. Strong remote-work discipline and data protection are essential.

Qualifications

• Professional client communication and relationship skills.
• Experience using CRM systems for notes and tracking.
• Strong time management and prioritisation abilities.
• Awareness of compliance and data privacy requirements.
• Commitment to confidentiality and information security.

Responsibilities

• Provide professional, warm, and concise client communication within Assetara workspace.
• Deliver scheduled client calls and assist clients with platform navigation per compliance rules.
• Prioritize unread client threads, manage SLA compliance, and conduct proactive outreach.
• Maintain accurate client notes in the CRM, avoiding unnecessary personal data.
• Identify and escalate red flags, complaints, or compliance breaches per company rules.

Skills

Client communication

CRM administration

Time management

Compliance awareness

Data confidentiality

Tools

CRM software

Job description

Assetara Limited seeks a dedicated Client Relationship & Support Specialist to work remotely via the Assetara platform. You will serve as the main contact for clients, delivering concierge-level account assistance and maintaining CRM data in approved tools.

This role focuses on client communication, platform navigation support, SLA adherence, and compliance screening—no investment advisory duties. Strong remote-work discipline and data protection are essential.