Remote Client Relations & Support Specialist

Assetara Limited; Los Angeles (TX); On-site; USD 70,000 - 95,000; Full time

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist to work remotely in the Los Angeles District 7 area. You will be the main point of contact for clients, handling communications, CRM notes, and concierge-style support within the Assetara workspace.

Responsibilities include scheduled client calls, platform navigation assistance, SLA management, and strict adherence to compliance, security, and data protection policies. Do not provide investment advice or handle funds.

Qualifications

• Role focuses on client communications, CRM management, and platform support.
• Must follow strict compliance, security, and data-protection rules.
• Proactive, professional remote work discipline and confidentiality.

Responsibilities

• Provide professional, warm, and concise client communication within Assetara workspace.
• Deliver scheduled client calls and assist clients with platform navigation.
• Prioritize unread client threads and ensure SLA compliance.
• Maintain accurate client notes in the CRM without exposing personal data.
• Identify and escalate issues in accordance with compliance guidelines.

Skills

Client communications

CRM administration

Remote collaboration

Time management

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist to work remotely in the Los Angeles District 7 area. You will be the main point of contact for clients, handling communications, CRM notes, and concierge-style support within the Assetara workspace.

Responsibilities include scheduled client calls, platform navigation assistance, SLA management, and strict adherence to compliance, security, and data protection policies. Do not provide investment advice or handle funds.