Remote Support Manager: Concierge Client Success

Assetara Limited; Washington; On-site; USD 60,000 - 85,000; Full time

Job summary

Assetara Limited is seeking a dedicated Support Manager to join our team remotely through the Assetara platform. You will act as a key personal manager and frontline support specialist for clients who have purchased a subscription, helping them navigate platform tools and maintain CRM/private notes.

You will ensure concierge-level support while strictly adhering to compliance boundaries, manage queues and SLAs, and collaborate with internal teams to improve response quality.

Qualifications

• Strict compliance with daily operational routines, activity presence tracking, and session management.
• Absolute compliance with safety boundaries: Never promise financial results, fixed timelines, or perform direct financial operations on behalf of clients.
• Absolute commitment to confidentiality, anti-fraud protocols, and handling client data strictly on documented instructions.

Responsibilities

• Comprehensive Product Expertise: gain deep knowledge of all company products to provide accurate guidance to clients.
• Queue & SLA Management: prioritize work via the Broker Dashboard, focusing on unread messages and SLA risks.
• Concierge-Level Support & Communication: deliver professional, warm, and concise messages exclusively within the official workspace.
• CRM & Private Notes Administration: maintain strict separation between client-facing messages and internal Private notes.
• AI-Assisted Efficiency: review, edit, and fact-check AI-generated draft responses before manual submission.
• Escalation & Operational Actions: properly utilize system tools with clear operational justifications.

Skills

Product Expertise

Job description

Assetara Limited is seeking a dedicated Support Manager to join our team remotely through the Assetara platform. You will act as a key personal manager and frontline support specialist for clients who have purchased a subscription, helping them navigate platform tools and maintain CRM/private notes.

You will ensure concierge-level support while strictly adhering to compliance boundaries, manage queues and SLAs, and collaborate with internal teams to improve response quality.