Remote Client Relations & Concierge Support Specialist

Assetara Limited; Dallas (GA); On-site; USD 42,000 - 68,000; Full time

Job summary

Assetara Limited seeks a dedicated Client Relationship & Support Specialist to join the team remotely from Dallas Dist 9, USA. The role focuses on client communication, CRM administration, and concierge-level support within the Assetara platform.

You will handle scheduled client calls, assist with platform navigation, and ensure strict adherence to security, data protection, and anti-fraud protocols while maintaining confidentiality.

Qualifications

• Strict adherence to operational, security, and compliance guidelines.
• Professional remote work discipline, time management, and availability window compliance.
• Confidentiality and data protection regulations compliance.
• Must not provide personalized investment advice or handle client funds or private keys.

Responsibilities

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

Skills

Client communication

CRM administration

Time management

Job description

Assetara Limited seeks a dedicated Client Relationship & Support Specialist to join the team remotely from Dallas Dist 9, USA. The role focuses on client communication, CRM administration, and concierge-level support within the Assetara platform.

You will handle scheduled client calls, assist with platform navigation, and ensure strict adherence to security, data protection, and anti-fraud protocols while maintaining confidentiality.