Remote Client Relationship & Concierge Specialist

Assetara Limited; Dallas (GA); On-site; USD 34,000 - 83,000; Full time

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist to work remotely from Dallas District 2, USA. The role focuses on concierge-level client support, CRM administration, and timely communication within approved Assetara tools.

The ideal candidate will manage client interactions, navigate the platform with care, and ensure data protection while adhering to compliance rules. This independent contract position offers remote collaboration with the BROKER department and dedicated

Qualifications

• Experience in client relationship or customer service roles.
• Ability to communicate clearly in English.
• Proven remote work discipline and data protection awareness.

Responsibilities

• Provide professional client communication within Assetara workspace and approved tools.
• Deliver scheduled client calls and assist with platform navigation.
• Prioritize unread client threads and manage SLA compliance.
• Maintain accurate client notes in the system, avoiding unnecessary personal data.
• Identify and escalate flags or compliance issues according to rules.

Skills

Client communication

CRM administration

Remote collaboration

Compliance awareness

Time management

Tools

CRM software

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist to work remotely from Dallas District 2, USA. The role focuses on concierge-level client support, CRM administration, and timely communication within approved Assetara tools.

The ideal candidate will manage client interactions, navigate the platform with care, and ensure data protection while adhering to compliance rules. This independent contract position offers remote collaboration with the BROKER department and dedicated