Concierge Client Relations & Support Specialist (Remote)

Assetara Limited; Durban; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to work remotely from Durban District 4, South Africa. You will serve as a primary contact for clients, perform CRM administration, and provide concierge-level account support within the Assetara platform.

In this role, you will handle client communications, schedule calls, and ensure SLA adherence while maintaining strict confidentiality and security standards.

Qualifications

• Strict adherence to operational, security, and compliance guidelines.
• Professional remote work discipline and time management.
• Absolute commitment to confidentiality and data protection.
• No personalized investment advice or handling client funds.

Responsibilities

• Provide professional, warm, and concierge-level client communication within the Assetara workspace.
• Deliver scheduled client calls and assist with platform navigation while complying with limits.
• Prioritize unread client threads, monitor SLA compliance, and perform proactive outreach.
• Maintain accurate client notes in the CRM without copying unnecessary personal data.
• Identify and escalate red flags or incidents per company compliance rules.

Skills

Client communication

CRM administration

Remote work discipline

Time management

Confidentiality

Tools

Assetara workspace

CRM tools

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to work remotely from Durban District 4, South Africa. You will serve as a primary contact for clients, perform CRM administration, and provide concierge-level account support within the Assetara platform.

In this role, you will handle client communications, schedule calls, and ensure SLA adherence while maintaining strict confidentiality and security standards.