Remote Client Relations & Concierge Support Specialist

Assetara Limited; San Diego (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist for remote work in the USA. You will be a key contact for clients, delivering concierge-level account assistance, CRM maintenance, and platform navigation support.

Role emphasizes strict adherence to security, compliance, and data protection, with no investment advice or handling of client funds. Excellent communication and time management are essential for success.

Qualifications

• Strict adherence to operational, security, and compliance guidelines.
• Professional remote work discipline and time management.
• Confidential handling of client data and anti-fraud protocols.
• No provision of personalized investment advice or unapproved channels.

Responsibilities

• Provide professional, warm client communication within the Assetara workspace.
• Deliver concierge-level support and assist with platform navigation.
• Manage client threads and SLA compliance with proactive outreach.
• Maintain accurate client notes in the CRM and avoid unnecessary data.
• Identify red flags or compliance issues and escalate accordingly.

Skills

Client communication

CRM administration

Support services

Time management

Compliance

Tools

CRM software

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist for remote work in the USA. You will be a key contact for clients, delivering concierge-level account assistance, CRM maintenance, and platform navigation support.

Role emphasizes strict adherence to security, compliance, and data protection, with no investment advice or handling of client funds. Excellent communication and time management are essential for success.