Remote Client Care & CRM Concierge

Assetara Limited; Cape Town; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Assetara Limited in Cape Town seeks a Client Relationship & Support Specialist to act as the main client contact for the Assetara platform, focusing on CRM administration and support while not providing financial advice.

The role covers client communication, concierge support, SLA management, CRM note-keeping, and strict adherence to compliance rules. Remote, with strong confidentiality required and no handling of funds.

Qualifications

• Proficient in professional client communication within official tools.
• Experience with CRM systems and data handling.
• Strong understanding of security and compliance guidelines.

Responsibilities

• Provide professional, warm, concierge-level client support within Assetara workspace.
• Manage client communications, platform navigation, and scheduled calls.
• Maintain accurate client notes in CRM and monitor SLA adherence.
• Identify red flags and escalate issues according to compliance rules.

Skills

Client communication

CRM administration

Compliance awareness

Remote work discipline

Tools

CRM software

Job description

Assetara Limited in Cape Town seeks a Client Relationship & Support Specialist to act as the main client contact for the Assetara platform, focusing on CRM administration and support while not providing financial advice.

The role covers client communication, concierge support, SLA management, CRM note-keeping, and strict adherence to compliance rules. Remote, with strong confidentiality required and no handling of funds.