Remote Client Relations & CRM Specialist

Assetara Limited; Philadelphia (MS); On-site; USD 55,000 - 75,000; Full time

Job summary

Assetara Limited in the United States is seeking a Client Relationship & Support Specialist (Philadelphia Dist 7, USA) to act as a key contact for clients, delivering concierge-level account assistance remotely. You will manage client communications within the Assetara workspace, navigate the platform, and ensure SLA compliance while upholding strict security and compliance standards.

This role emphasizes confidentiality, data protection, and prohibition on providing personalized investment

Qualifications

• Strict adherence to operational, security, and compliance guidelines.
• Professional remote work discipline and time management.
• Confidential handling of client data in accordance with instructions.

Responsibilities

• Provide professional, warm, accurate client communication within Assetara workspace and approved tools.
• Deliver scheduled client calls, review portfolio context, and assist users with platform navigation within compliance limits.
• Manage client threads with SLA considerations and conduct proactive outreach.
• Maintain accurate client notes in the CRM without exposing unnecessary personal data.
• Identify red flags or incidents and escalate per compliance rules.

Skills

Client communication

Remote work discipline

Time management

Compliance awareness

Tools

CRM software

Job description

Assetara Limited in the United States is seeking a Client Relationship & Support Specialist (Philadelphia Dist 7, USA) to act as a key contact for clients, delivering concierge-level account assistance remotely. You will manage client communications within the Assetara workspace, navigate the platform, and ensure SLA compliance while upholding strict security and compliance standards.

This role emphasizes confidentiality, data protection, and prohibition on providing personalized investment