Remote Client Relations & CRM Specialist

Assetara Limited; United States; On-site; USD 41,328,000 - 68,880,000; Full time

Job summary

Assetara Limited is seeking a Remote Client Relationship & Support Specialist to act as the primary contact for clients via the Assetara platform. This role focuses on client communication, CRM administration, and support services, while strictly avoiding personalized investment advice or unapproved channels.

The position requires professional remote work discipline, strict confidentiality, and adherence to security and compliance standards.

Qualifications

• Ability to communicate professionally in a concierge-style capacity.
• Maintain accurate client notes without exposing personal data.
• Uphold confidentiality and data protection requirements.

Responsibilities

• Provide professional, warm 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 compliance, and conduct proactive outreach.
• Maintain accurate client notes in the CRM without duplicating personal data.
• Identify and escalate red flags or security/compliance concerns per rules.

Skills

Client communication

CRM administration

Time management

Remote work discipline

Data privacy

Compliance knowledge

Tools

Assetara workspace

CRM system

Job description

Assetara Limited is seeking a Remote Client Relationship & Support Specialist to act as the primary contact for clients via the Assetara platform. This role focuses on client communication, CRM administration, and support services, while strictly avoiding personalized investment advice or unapproved channels.

The position requires professional remote work discipline, strict confidentiality, and adherence to security and compliance standards.