Remote Client Relations & Support Specialist

Assetara Limited; New York (NY); On-site; USD 60,000 - 85,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our New York District 8 operations. This remote role focuses on client communication, CRM administration, and concierge-level account support within the Assetara workspace.

You will manage client interactions, ensure SLA adherence, escalate issues per compliance rules, and protect data privacy while avoiding any investment advice or handling funds.

Qualifications

• Adherence to compliance and security guidelines.
• Remote work discipline, time management, and availability.
• Confidential handling of client data and anti-fraud protocols.
• No personalized investment advice or unapproved channels.

Responsibilities

• Provide professional, warm client communication within Assetara workspace.
• Deliver concierge client support and platform navigation assistance.
• Prioritize unread client threads and manage SLA compliance.
• Maintain accurate client notes in the CRM without exposing personal data.
• Identify and escalate red flags or security incidents per compliance rules.

Skills

Client communication

CRM administration

SLA management

Escalation handling

Compliance awareness

Tools

CRM software

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our New York District 8 operations. This remote role focuses on client communication, CRM administration, and concierge-level account support within the Assetara workspace.

You will manage client interactions, ensure SLA adherence, escalate issues per compliance rules, and protect data privacy while avoiding any investment advice or handling funds.