Remote Concierge Support Manager

Assetara Limited; Dallas (GA); On-site; USD 70,000 - 95,000; Full time

Job summary

Assetara Limited is seeking a Support Manager to join our team remotely via the Assetara platform. You will serve as a key personal manager and frontline support specialist for subscribed clients, navigating platform tools and maintaining accurate CRM private notes.

Your role emphasizes concierge-level service, strict compliance, confidentiality, and anti-fraud practices, with an emphasis on avoiding financial promises or direct financial operations for clients.

Qualifications

• Strict compliance with daily operational routines, activity presence tracking, and session management.
• Confidentiality, anti-fraud protocols, and handling client data per instructions.

Responsibilities

• Gain deep knowledge of all company products to provide accurate, fact-based guidance.
• Prioritize work via the Broker Dashboard focusing on unread messages and SLA risks.
• Deliver professional, warm, concise communication within the official workspace.
• Maintain separation between client messages and internal Private notes in CRM.
• Review and fact-check AI-generated drafts before submission.
• Escalate and manage client queues with clear operational justifications.

Job description

Assetara Limited is seeking a Support Manager to join our team remotely via the Assetara platform. You will serve as a key personal manager and frontline support specialist for subscribed clients, navigating platform tools and maintaining accurate CRM private notes.

Your role emphasizes concierge-level service, strict compliance, confidentiality, and anti-fraud practices, with an emphasis on avoiding financial promises or direct financial operations for clients.