Remote Client Concierge & Support Specialist

Assetara Limited; Johannesburg; On-site; ZAR 320,000 - 520,000; Full time

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist to work remotely in Johannesburg Dist 2, South Africa. You will act as the main client contact, delivering concierge-level support, guiding clients through the Assetara platform, and maintaining CRM records with confidentiality.

You will handle scheduled client calls, review portfolio context, ensure compliance, and escalate issues when necessary.

Qualifications

• Experience in client relationship management or support roles.
• Strong written and verbal communication in English.
• Ability to work remotely with strong time-management skills.

Responsibilities

• Provide professional, concise client communication within Assetara workspace.
• Deliver concierge support and assist clients with platform navigation.
• Manage unread client threads and maintain SLA discipline.
• Maintain client notes in CRM accurately and securely.
• Identify and escalate red flags or compliance issues per rules.

Skills

CRM software

Client communication

Remote work

Tools

Assetara platform

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist to work remotely in Johannesburg Dist 2, South Africa. You will act as the main client contact, delivering concierge-level support, guiding clients through the Assetara platform, and maintaining CRM records with confidentiality.

You will handle scheduled client calls, review portfolio context, ensure compliance, and escalate issues when necessary.