Remote Client Relations & Support Specialist NY District 3

Assetara Limited; New York (NY); On-site; USD 55,000 - 75,000; Full time

Job summary

Assetara Limited in New York is seeking a Client Relationship & Support Specialist to be the primary contact for clients on the Assetara platform, delivering warm, professional, concierge-level account assistance. You will manage client communications within approved tools, perform CRM administration, and coordinate scheduled calls while upholding compliance and data-protection rules.

This remote role emphasizes client experience, SLA monitoring, and proactive outreach, with no regulated

Qualifications

• Provide professional, warm client communication within the official Assetara workspace and approved tools.
• Maintain accurate client notes in the CRM without exposing personal data.
• Strict adherence to security, confidentiality, and anti-fraud protocols.

Responsibilities

• Client Communication: Provide professional, warm, accurate, and concise communication exclusively within the official Assetara workspace and approved tools.
• Concierge Support: Deliver scheduled client calls, review portfolio context in advance, and assist clients with platform navigation while complying with limits.
• Queue & SLA Management: Prioritize unread client threads, maintain SLA discipline, and conduct authorized proactive outreach to clients.
• CRM Administration: Maintain accurate, timely client notes in the system without copying unnecessary personal data.
• Escalation & Compliance: Identify and escalate red flags, complaints, or security incidents per company rules.

Skills

Client communication

CRM administration

Compliance

Time management

Tools

Assetara platform

Job description

Assetara Limited in New York is seeking a Client Relationship & Support Specialist to be the primary contact for clients on the Assetara platform, delivering warm, professional, concierge-level account assistance. You will manage client communications within approved tools, perform CRM administration, and coordinate scheduled calls while upholding compliance and data-protection rules.

This remote role emphasizes client experience, SLA monitoring, and proactive outreach, with no regulated