Remote Client Relations & Concierge Support Specialist

Assetara Limited; San Jose (IL); On-site; USD 34,000 - 55,000; Full time

Job summary

Assetara Limited is seeking a remote Client Relationship & Support Specialist to act as the primary liaison for clients within the Assetara workspace. You will be a key contact, guiding clients through platform use and coordinating communications.

Responsibilities include professional client communication, concierge support, CRM note maintenance, queue and SLA management, and compliant escalation of issues while protecting sensitive data.

Qualifications

• Professional client communication within Assetara workspace and approved tools.
• CRM note maintenance with privacy-conscious handling of data.
• Ability to manage client queues, SLAs, and proactive outreach while staying compliant.

Responsibilities

• Provide professional, warm, and concise client communication within the Assetara workspace.
• Deliver concierge-style client support, including scheduled calls and platform navigation assistance.
• Prioritize unread client threads, enforce SLA discipline, and perform authorized outreach.
• Maintain accurate client notes in the CRM with data minimization.
• Identify red flags or compliance issues and escalate per company rules.

Skills

Client communication

CRM administration

SLA management

Compliance awareness

Tools

CRM systems

Job description

Assetara Limited is seeking a remote Client Relationship & Support Specialist to act as the primary liaison for clients within the Assetara workspace. You will be a key contact, guiding clients through platform use and coordinating communications.

Responsibilities include professional client communication, concierge support, CRM note maintenance, queue and SLA management, and compliant escalation of issues while protecting sensitive data.