Remote Client Concierge & Support Specialist

Assetara Limited; Durban; On-site; ZAR 320,000 - 420,000; Full time

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist in Durban, South Africa, working remotely. You will be a key contact for clients, handling CRM administration and concierge-level support within approved tools.

Responsibilities include client communication, platform navigation assistance, SLA management, and strict adherence to confidentiality, data protection, and anti-fraud protocols. The role emphasizes no personalized investment advice or handling client funds.

Qualifications

• Experience in client relationship management and professional client communication.
• Exposure to CRM systems and data handling within strict compliance boundaries.
• Ability to manage time, availability windows, and remote work etiquette.

Responsibilities

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

Skills

Client communication

CRM administration

Compliance awareness

Remote work discipline

Time management

Tools

CRM software

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist in Durban, South Africa, working remotely. You will be a key contact for clients, handling CRM administration and concierge-level support within approved tools.

Responsibilities include client communication, platform navigation assistance, SLA management, and strict adherence to confidentiality, data protection, and anti-fraud protocols. The role emphasizes no personalized investment advice or handling client funds.