Remote Client Relations & Concierge Support Specialist

Assetara Limited; Houston (MS); Remote; USD 52,000 - 75,000; Full time

Job summary

Assetara Limited seeks a Client Relationship & Support Specialist to assist clients remotely via the Assetara platform, acting as a dedicated contact, handling CRM notes, and guiding users through the system with concierge-style service.

This role emphasizes strict adherence to confidentiality, security, and compliance, while maintaining professional remote work discipline and precise time management; it excludes investment advisory duties and handling client funds.

Qualifications

• Strict adherence to operational, security, and compliance guidelines (including mandatory completion of initial training and identity checks).
• Professional remote work discipline, time management, and availability window compliance.
• Absolute commitment to confidentiality, data protection regulations (handling Client Data strictly on documented instructions), and anti-fraud protocols.
• Strict Prohibitions: Must never provide personalized investment advice, promise guaranteed returns, handle client funds/private keys, or use unapproved external communication channels.

Responsibilities

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

Skills

Client communication

Remote work discipline

Time management

Confidentiality

Tools

Assetara platform

CRM system

Job description

Assetara Limited seeks a Client Relationship & Support Specialist to assist clients remotely via the Assetara platform, acting as a dedicated contact, handling CRM notes, and guiding users through the system with concierge-style service.

This role emphasizes strict adherence to confidentiality, security, and compliance, while maintaining professional remote work discipline and precise time management; it excludes investment advisory duties and handling client funds.