Remote Client Concierge & CRM Specialist

Assetara Limited; Gqeberha; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Assetara Limited in Port Elizabeth is seeking a Client Relationship & Support Specialist to serve as the primary contact for clients on the Assetara platform. This remote role emphasizes professional, concierge-level account support and strict adherence to compliance guidelines.

You will conduct scheduled client calls, assist with platform navigation, maintain accurate CRM notes, monitor SLA queues, and escalate red flags in line with company compliance rules.

Qualifications

• Strict adherence to operational, security, and compliance guidelines.
• Professional remote work discipline and time management.
• Commitment to confidentiality and data protection regulations.
• Do not provide personalized investment advice or handle client funds.

Responsibilities

• Provide professional, warm, accurate, and concise communication exclusively within the official Assetara workspace and approved tools.
• Deliver scheduled client calls, review portfolio context in advance, and assist clients with platform navigation while adhering to compliance limits.
• Prioritize unread client threads, manage SLA compliance, and conduct authorized proactive outreach to clients.
• Maintain accurate, timely client notes within the CRM and escalate red flags or compliant incidents as required.

Job description

Assetara Limited in Port Elizabeth is seeking a Client Relationship & Support Specialist to serve as the primary contact for clients on the Assetara platform. This remote role emphasizes professional, concierge-level account support and strict adherence to compliance guidelines.

You will conduct scheduled client calls, assist with platform navigation, maintain accurate CRM notes, monitor SLA queues, and escalate red flags in line with company compliance rules.