Remote Concierge Client Relations & Support Specialist

Assetara Limited; Dallas (GA); On-site; USD 40,000 - 64,000; Part time

Job summary

Assetara Limited in the Dallas area is seeking a remote Client Relationship & Support Specialist. You will serve as the primary contact for clients within the Assetara workspace, delivering professional, concierge-level account assistance and guiding platform navigation while adhering to compliance rules.

The role emphasizes CRM administration, timely communication, SLA management, and strict data protection.

Qualifications

• Must communicate professionally within the Assetara workspace.
• Maintain CRM records accurately and confidentially.
• Adhere to compliance guidelines and security policies.

Responsibilities

• Provide professional, warm, and concise client communication within approved tools.
• Deliver scheduled client calls and assist clients with platform navigation.
• Prioritize unread threads, manage SLA compliance, and conduct proactive outreach.
• Maintain accurate client notes in the CRM without sharing unnecessary data.
• Identify and escalate red flags or compliance issues per policy.

Skills

Client communication

CRM administration

Compliance awareness

Job description

Assetara Limited in the Dallas area is seeking a remote Client Relationship & Support Specialist. You will serve as the primary contact for clients within the Assetara workspace, delivering professional, concierge-level account assistance and guiding platform navigation while adhering to compliance rules.

The role emphasizes CRM administration, timely communication, SLA management, and strict data protection.