Remote Client Relations & CRM Concierge

Assetara Limited; San Jose (IL); Remote; USD 65,000 - 90,000; Full time

Job summary

Assetara Limited seeks a Client Relationship & Support Specialist to support clients remotely via the Assetara platform. You will act as the primary contact, handle CRM tasks, and provide concierge-level assistance while ensuring strict compliance and data protection.

This role emphasizes professional client communication, proactive outreach, and careful escalation when needed, within approved channels and tools.

Qualifications

• Strict adherence to operational, security, and compliance guidelines.
• Professional remote work discipline, time management, and availability window compliance.
• Absolute commitment to confidentiality, data protection regulations, and anti-fraud protocols.
• Must never provide personalized investment advice, promise guaranteed returns, or handle client funds.

Responsibilities

• Provide professional, warm, concise communication within the Assetara workspace and approved tools.
• Deliver scheduled client calls and assist clients with platform navigation while adhering to compliance limits.
• Prioritize unread client threads, manage SLA compliance, and conduct authorized proactive outreach.
• Maintain accurate client notes in the CRM without copying unnecessary personal data.
• Identify and escalate red flags, complaints, or compliance breaches per company rules.

Job description

Assetara Limited seeks a Client Relationship & Support Specialist to support clients remotely via the Assetara platform. You will act as the primary contact, handle CRM tasks, and provide concierge-level assistance while ensuring strict compliance and data protection.

This role emphasizes professional client communication, proactive outreach, and careful escalation when needed, within approved channels and tools.