Remote Client Relations & CRM Specialist

Assetara Limited; Philadelphia (MS); Remote; USD 45,000 - 65,000; Full time

Job summary

Assetara Limited seeks a Client Relationship & Support Specialist to manage client communications and CRM administration remotely via the Assetara platform. You will act as the primary point of contact for clients, delivering concierge-level support and ensuring accurate, compliant interactions.

Role focuses on client communication, CRM upkeep, and supportive service. This position emphasizes confidentiality, data protection, and adherence to compliance rules while working remotely across the

Qualifications

• Proven ability to communicate professionally with clients in a remote setting.
• Strict adherence to confidentiality and data protection protocols.
• No personalized investment advice or handling client funds.

Responsibilities

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

Skills

CRM administration

Client communication

Compliance awareness

Escalation management

Remote work discipline

Tools

CRM software

Job description

Assetara Limited seeks a Client Relationship & Support Specialist to manage client communications and CRM administration remotely via the Assetara platform. You will act as the primary point of contact for clients, delivering concierge-level support and ensuring accurate, compliant interactions.

Role focuses on client communication, CRM upkeep, and supportive service. This position emphasizes confidentiality, data protection, and adherence to compliance rules while working remotely across the