Remote Client Relations & Concierge Support Specialist

Assetara Limited; United States; On-site; USD 60,000 - 90,000; Full time

Job summary

Assetara Limited in the United States is seeking a Client Relationship & Support Specialist to work remotely. You will be the main contact for clients, delivering professional, concierge-level account assistance and guiding them through the Assetara platform to ensure smooth onboarding and ongoing usage.

This role emphasizes strict adherence to security, compliance, and data protection, with responsibilities including client communication, CRM administration, SLA‑driven support, proactive

Qualifications

• Strict adherence to security and compliance guidelines.
• Professional remote work discipline and time management.
• Confidential handling of client data per documented instructions.
• Do not provide personalized investment advice or handle client funds.

Responsibilities

• Provide professional, warm, accurate, and concise client communication exclusively within the Assetara workspace and approved tools.
• Deliver scheduled client calls, review portfolio context, and assist clients with platform navigation while adhering to compliance limits.
• Prioritize unread client threads, ensure SLA compliance, and conduct authorized proactive outreach to clients.
• Maintain accurate, timely client notes within the CRM without copying unnecessary personal data.
• Identify red flags, escalate issues, and comply with company rules on security and compliance.

Job description

Assetara Limited in the United States is seeking a Client Relationship & Support Specialist to work remotely. You will be the main contact for clients, delivering professional, concierge-level account assistance and guiding them through the Assetara platform to ensure smooth onboarding and ongoing usage.

This role emphasizes strict adherence to security, compliance, and data protection, with responsibilities including client communication, CRM administration, SLA‑driven support, proactive