Remote Client Relations & Concierge Support Specialist

Assetara Limited; San Jose (IL); Remote; USD 55,000 - 90,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will be the primary client contact, delivering concierge-level account assistance and CRM administration, while ensuring compliance and data protection.

The role emphasizes professional remote client communication, SLA management, and collaboration with the BROKER department to maintain high-quality service without providing investment advice.

Qualifications

• Experience in client relationship or support roles.
• Ability to communicate professionally in a remote setting.
• Familiarity with CRM systems and data privacy.
• Knowledge of compliance and information security basics.

Responsibilities

• Communicate with clients professionally within Assetara workspace.
• Provide concierge-style platform navigation support.
• Manage unread threads, SLA adherence, and proactive outreach.
• Maintain accurate client notes in the CRM.
• Identify red flags and escalate according to compliance rules.

Skills

Client communication

Concierge support

CRM administration

SLA management

Compliance awareness

Tools

CRM software

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will be the primary client contact, delivering concierge-level account assistance and CRM administration, while ensuring compliance and data protection.

The role emphasizes professional remote client communication, SLA management, and collaboration with the BROKER department to maintain high-quality service without providing investment advice.