Remote Client Relations & Support Specialist

Assetara Limited; San Jose (IL); On-site; USD 60,000 - 90,000; Part time

Job summary

Assetara Limited in San Jose, USA is seeking a Client Relationship & Support Specialist to work remotely through the Assetara platform. You will be the primary contact for clients, delivering concierge-level account support and CRM administration.

The role focuses on client communication, platform navigation, and adherence to compliance rules, with no investment advice or handling of funds. A meticulous, professional remote work discipline is essential.

Qualifications

• Strict adherence to operational, security, and compliance guidelines.
• Professional remote work discipline, time management.
• Confidential data handling and anti‑fraud protocols.
• Never provide personalized investment advice or handle client funds.

Responsibilities

• Provide professional client communication within the Assetara workspace.
• Deliver concierge support with scheduled client calls and platform navigation guidance.
• Manage unread client threads, SLA adherence, and proactive outreach to clients.
• Maintain accurate client notes in the CRM, avoiding unnecessary personal data.
• Identify and escalate red flags or compliance issues according to company rules.

Job description

Assetara Limited in San Jose, USA is seeking a Client Relationship & Support Specialist to work remotely through the Assetara platform. You will be the primary contact for clients, delivering concierge-level account support and CRM administration.

The role focuses on client communication, platform navigation, and adherence to compliance rules, with no investment advice or handling of funds. A meticulous, professional remote work discipline is essential.