Remote Client Relations & CRM Specialist

Assetara Limited; Houston (MS); On-site; USD 42,000 - 60,000; Full time

Job summary

Assetara Limited in Houston, USA is seeking a Client Relationship & Support Specialist to join our team remotely through the Assetara platform.

You will be a key contact for clients, handling CRM administration, communications, and concierge-level support while ensuring compliance and data security. This role emphasizes professional remote work, strict confidentiality, and adherence to established procedures.

Qualifications

• Adherence to security, compliance and identity checks.
• Professional remote work discipline and time management.
• Confidentiality and data protection compliance.
• No personalized investment advice or handling client funds.

Responsibilities

• Communicate professionally within the Assetara workspace.
• Provide concierge support and platform navigation assistance.
• Prioritize unread client threads and manage SLAs.
• Maintain accurate client notes in the CRM.
• Escalate red flags per compliance rules.

Skills

Client communication

CRM administration

Compliance awareness

Time management

Remote work discipline

Tools

CRM software

Job description

Assetara Limited in Houston, USA is seeking a Client Relationship & Support Specialist to join our team remotely through the Assetara platform.

You will be a key contact for clients, handling CRM administration, communications, and concierge-level support while ensuring compliance and data security. This role emphasizes professional remote work, strict confidentiality, and adherence to established procedures.