Remote Client Relations & Support Specialist

Assetara Limited; Los Angeles (TX); On-site; USD 34,000 - 55,000; Full time

Job summary

Assetara Limited is seeking a remote Client Relationship & Support Specialist to join our Los Angeles Dist 9 operations. You will serve as the primary communications liaison, assist clients with platform navigation, and manage CRM records within approved workflows.

In this independent contractor role, you will maintain confidentiality, adhere to security and compliance guidelines, and escalate issues when needed.

Qualifications

• Strict adherence to operational, security, and compliance guidelines (including mandatory completion of initial training and identity checks).
• Professional remote work discipline, time management, and availability window compliance.
• Absolute commitment to confidentiality, data protection regulations (handling Client Data strictly on documented instructions), and anti-fraud protocols.
• Strict Prohibitions: Must never provide personalized investment advice, promise guaranteed returns, handle client funds/private keys, or use unapproved external communication channels.

Responsibilities

• Client Communication: Provide professional, warm, accurate, and concise communication exclusively within the official Assetara workspace and approved tools.
• Concierge Support: Deliver scheduled client calls, review portfolio context in advance, and assist clients with platform navigation while strictly adhering to compliance limits.
• Queue & SLA Management: Prioritize unread client threads, handle SLA compliance disciplines, and conduct authorized proactive outreach to clients.
• CRM Administration: Maintain accurate, timely, and complete client notes within the system without copying unnecessary personal data.
• Escalation & Compliance: Immediately identify and elevate red flags, complaints, security incidents, or matters outside authorized boundaries according to company compliance rules.

Job description

Assetara Limited is seeking a remote Client Relationship & Support Specialist to join our Los Angeles Dist 9 operations. You will serve as the primary communications liaison, assist clients with platform navigation, and manage CRM records within approved workflows.

In this independent contractor role, you will maintain confidentiality, adhere to security and compliance guidelines, and escalate issues when needed.