Remote Client Relationship & Support Specialist

Assetara Limited; San Jose (IL); Remote; USD 55,000 - 75,000; Full time

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist to serve as the main point of contact for clients on the Assetara platform. This remote role emphasizes CRM administration, concierge client support, and strict adherence to security and compliance guidelines.

You will coordinate client communications, perform scheduled calls, and assist clients with platform navigation while ensuring privacy, data protection, and anti-fraud protocols are followed at all times.

Qualifications

• Experience in client-facing roles is required.
• Experience using CRM tools for notes and data.
• Ability to handle confidential information per compliance.

Responsibilities

• Communicate professionally with clients inside Assetara workspace.
• Conduct concierge-style client calls and navigate the platform.
• Manage unread threads, SLA adherence, and proactive outreach.
• Maintain accurate client notes in the CRM without unnecessary data.
• Identify red flags or compliance concerns and escalate accordingly.

Skills

Client relationship

CRM administration

Communication

Remote work discipline

Tools

CRM software

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist to serve as the main point of contact for clients on the Assetara platform. This remote role emphasizes CRM administration, concierge client support, and strict adherence to security and compliance guidelines.

You will coordinate client communications, perform scheduled calls, and assist clients with platform navigation while ensuring privacy, data protection, and anti-fraud protocols are followed at all times.