Remote Client Relations & Support Specialist

Assetara Limited; United States; On-site; USD 34,000 - 55,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely. You will be the primary contact for clients, delivering professional and concierge-level assistance, guiding them through the Assetara platform while maintaining strict compliance.

This role focuses on CRM administration, client communications within approved tools, and proactive, SLA-driven outreach.

Qualifications

• Must communicate clearly and professionally with clients.
• Experience with CRM systems and note-taking.
• Deliver concierge-level support while following compliance rules.
• Strong time-management and remote-work discipline.
• Strict confidentiality and data-protection practices.

Responsibilities

• Provide professional client communication within Assetara workspace.
• Deliver scheduled client calls and assist with platform navigation.
• Manage client threads and SLA-compliant outreach.
• Maintain accurate client notes without exposing unnecessary data.
• Identify red flags and escalate compliance issues promptly.

Skills

Client communication

CRM administration

Concierge support

Compliance awareness

Remote work discipline

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely. You will be the primary contact for clients, delivering professional and concierge-level assistance, guiding them through the Assetara platform while maintaining strict compliance.

This role focuses on CRM administration, client communications within approved tools, and proactive, SLA-driven outreach.