Remote Client Relations & Concierge Support Specialist

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

Job summary

Assetara Limited in the United States is seeking a Client Relationship & Support Specialist for remote work via the Assetara platform. You will be the main contact for clients, delivering professional, concierge-level account support and guiding users through the workspace.

This role emphasizes client communication, CRM note maintenance, SLA awareness, and compliance, with strict data protection rules and no provision of investment advice. Experience with security and privacy is valued.

Responsibilities

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

Job description

Assetara Limited in the United States is seeking a Client Relationship & Support Specialist for remote work via the Assetara platform. You will be the main contact for clients, delivering professional, concierge-level account support and guiding users through the workspace.

This role emphasizes client communication, CRM note maintenance, SLA awareness, and compliance, with strict data protection rules and no provision of investment advice. Experience with security and privacy is valued.