Remote Client Relations & Support Specialist

Assetara Limited; Los Angeles (TX); On-site; USD 55,000 - 85,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to work remotely in the Los Angeles area. The role focuses on client communication, CRM administration, and support services within the Assetara workspace, without regulated brokerage duties.

You will handle client calls, assist with platform navigation, maintain notes in the CRM, and escalate compliance matters while adhering to data protection rules and training requirements.

Qualifications

• Adhere to operational, security and compliance guidelines.
• Maintain client confidentiality and data protection per instructions.
• Complete initial training and identity checks.
• Work remotely with disciplined time management and availability.

Responsibilities

• Provide professional client communication within Assetara workspace.
• Deliver concierge support and platform navigation assistance.
• Prioritize unread threads and manage SLA commitments.
• Maintain accurate client notes in the CRM.
• Identify red flags and escalate compliance-related issues.

Skills

Client communication

CRM administration

Time management

Compliance awareness

Tools

CRM software

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to work remotely in the Los Angeles area. The role focuses on client communication, CRM administration, and support services within the Assetara workspace, without regulated brokerage duties.

You will handle client calls, assist with platform navigation, maintain notes in the CRM, and escalate compliance matters while adhering to data protection rules and training requirements.