Remote Client Relations & Concierge Support Specialist

Assetara Limited; San Diego, Town of Texas (CA, WI); On-site; USD 60,000 - 80,000; Full time

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist to serve as the primary client contact, delivering concierge-level account assistance and CRM administration from a remote setting.

You will guide clients through the Assetara platform, conduct scheduled calls, and troubleshoot queries while strictly adhering to compliance rules. The role emphasizes confidentiality and proper data handling.

Qualifications

• Ability to communicate clearly and professionally within the Assetara workspace.
• Experience with CRM systems and documenting client interactions.
• Ability to manage SLAs and prioritize unread client threads.
• Familiarity with data protection and anti-fraud protocols.
• Strong time management for remote work.

Responsibilities

• Provide professional, warm, concierge-level client support within approved tools.
• Schedule client calls and assist with platform navigation.
• Prioritize client threads, monitor SLAs, and perform proactive outreach.
• Maintain accurate client notes without exposing personal data.
• Escalate red flags and compliance issues per policy.

Skills

Client communication

CRM administration

SLA management

Compliance awareness

Remote work discipline

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist to serve as the primary client contact, delivering concierge-level account assistance and CRM administration from a remote setting.

You will guide clients through the Assetara platform, conduct scheduled calls, and troubleshoot queries while strictly adhering to compliance rules. The role emphasizes confidentiality and proper data handling.