Remote Client Concierge & CRM Specialist

Assetara Limited; Pretoria; Remote; ZAR 180,000 - 240,000; Full time

Job summary

Assetara Limited in Pretoria Dist 5, South Africa, invites applications for a Remote Client Relationship & Support Specialist role. The successful candidate will communicate professionally within the Assetara workspace, provide concierge-level account support, and help clients navigate the platform while staying within compliance rules.

The role emphasizes CRM administration, confidential data handling, and strict adherence to security protocols, with emphasis on remote work discipline and

Qualifications

• Strict adherence to operational, security, and compliance guidelines.
• Professional remote work discipline and time management.
• Commitment to confidentiality and data protection policies.
• Anti-fraud protocols compliance.

Responsibilities

• Provide professional, warm, and accurate client communication within the Assetara workspace and approved tools.
• Deliver scheduled client calls and assist clients with platform navigation while adhering to compliance limits.
• Prioritize unread client threads, manage SLA compliance, and perform proactive client outreach.
• Maintain accurate client notes in CRM without exposing unnecessary personal data.
• Identify and escalate red flags, complaints, or security incidents per company rules.

Skills

Client communication

CRM administration

Time management

Job description

Assetara Limited in Pretoria Dist 5, South Africa, invites applications for a Remote Client Relationship & Support Specialist role. The successful candidate will communicate professionally within the Assetara workspace, provide concierge-level account support, and help clients navigate the platform while staying within compliance rules.

The role emphasizes CRM administration, confidential data handling, and strict adherence to security protocols, with emphasis on remote work discipline and