Remote Client Relations & CRM Specialist — New York

Assetara Limited; New York (NY); On-site; USD 52,000 - 76,000; Full time

Job summary

Assetara Limited in New York Dist 4, USA seeks a Client Relationship & Support Specialist to be the primary contact for clients, delivering concierge-level account assistance within the Assetara workspace. This remote role focuses on client communication, CRM administration, and support services—not financial advice—ensuring compliance and data protection while delivering timely, professional service.

The role requires disciplined remote work habits, strict data handling, and proactive client

Qualifications

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

Responsibilities

• Provide professional, warm, concise client communication within the official Assetara workspace.
• Deliver scheduled client calls, review portfolio context in advance, and assist clients with platform navigation.
• Manage unread client threads, ensure SLA compliance, and conduct proactive outreach to clients.
• Maintain accurate, timely client notes in the CRM while avoiding unnecessary personal data.
• Identify and elevate red flags, complaints, or compliance breaches according to company rules.

Skills

Client communication

CRM administration

SLA management

Concierge support

Compliance awareness

Tools

CRM systems

Job description

Assetara Limited in New York Dist 4, USA seeks a Client Relationship & Support Specialist to be the primary contact for clients, delivering concierge-level account assistance within the Assetara workspace. This remote role focuses on client communication, CRM administration, and support services—not financial advice—ensuring compliance and data protection while delivering timely, professional service.

The role requires disciplined remote work habits, strict data handling, and proactive client