Remote Client Relations & Support Specialist - Phoenix 8

Assetara Limited; United States; On-site; USD 34,000 - 62,000; Full time

Job summary

Assetara Limited is seeking a remote Client Relationship & Support Specialist to act as primary contact for clients on the Assetara platform, focusing on communication, CRM admin, and support. The role operates remotely as part of the BROKER department, with an emphasis on concierge-level service and compliant practices.

The position requires strict adherence to confidentiality, data protection, and anti-fraud procedures, along with disciplined remote work habits and adherence to approved

Qualifications

• Strict adherence to operational, security, and compliance guidelines.
• Professional remote work discipline and time management.
• Confidentiality and data protection obligations.
• No personalized investment advice or handling client funds.

Responsibilities

• Client Communication: provide professional, concise replies within Assetara workspace.
• Concierge Support: conduct client calls and assist with platform navigation.
• Queue & SLA Management: prioritize threads and ensure SLA compliance.
• CRM Administration: maintain accurate client notes in the system.
• Escalation & Compliance: identify red flags and escalate per rules.

Skills

Client communication

CRM administration

Time management

Compliance awareness

Job description

Assetara Limited is seeking a remote Client Relationship & Support Specialist to act as primary contact for clients on the Assetara platform, focusing on communication, CRM admin, and support. The role operates remotely as part of the BROKER department, with an emphasis on concierge-level service and compliant practices.

The position requires strict adherence to confidentiality, data protection, and anti-fraud procedures, along with disciplined remote work habits and adherence to approved