Remote Client Relations & CRM Support Specialist

Assetara Limited; Philadelphia (MS); Remote; USD 50,000 - 70,000; Full time

Job summary

Assetara Limited is seeking a remote Client Relationship & Support Specialist to act as a key contact for clients on the Assetara platform. The role focuses on client communication, CRM administration, and support services, without providing regulated financial advice.

Responsibilities include client communication, concierge support, SLA management, and escalation per compliance rules. Remote, with strict confidentiality and data protection requirements.

Qualifications

• Client communication skills for remote support.
• CRM administration and data handling.
• Strong time management and adherence to compliance.
• Ability to follow strict data protection and security rules.

Responsibilities

• Provide professional, warm communication within Assetara workspace.
• Deliver concierge-level client support and platform navigation assistance.
• Manage client threads, SLA adherence, and proactive outreach.
• Maintain accurate client notes without exposing personal data.

Skills

Client communication

CRM administration

Time management

Compliance awareness

Job description

Assetara Limited is seeking a remote Client Relationship & Support Specialist to act as a key contact for clients on the Assetara platform. The role focuses on client communication, CRM administration, and support services, without providing regulated financial advice.

Responsibilities include client communication, concierge support, SLA management, and escalation per compliance rules. Remote, with strict confidentiality and data protection requirements.