Remote Client Relations & Concierge Support Specialist

Assetara Limited; Dallas (GA); On-site; USD 52,000 - 72,000; Part time

Job summary

Assetara Limited is seeking a remote Client Relationship & Support Specialist to join our team as an Independent Contractor. The role centers on client communication, CRM administration, and concierge-level support within the Assetara platform and approved tools.

You will conduct scheduled calls, review portfolio context, assist clients with platform navigation, and escalate issues in accordance with compliance rules. This position requires strict confidentiality and disciplined remote work.

Qualifications

• Professional remote work discipline.
• Confidentiality and data protection awareness.

Responsibilities

• Provide professional, warm, accurate, and concise communication within Assetara workspace and approved tools.
• Deliver scheduled client calls, review portfolio context, and assist clients with platform navigation while following compliance limits.
• Prioritize unread client threads, manage SLA compliance, and conduct proactive outreach to clients.

Skills

Client communication

CRM administration

Compliance awareness

Queue & SLA management

Remote work discipline

Job description

Assetara Limited is seeking a remote Client Relationship & Support Specialist to join our team as an Independent Contractor. The role centers on client communication, CRM administration, and concierge-level support within the Assetara platform and approved tools.

You will conduct scheduled calls, review portfolio context, assist clients with platform navigation, and escalate issues in accordance with compliance rules. This position requires strict confidentiality and disciplined remote work.