Remote Client Concierge & Support Specialist

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

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist to work remotely from Johannesburg Dist 3, South Africa. You will act as a key contact for clients, delivering concierge-level account support and ensuring strict compliance with data protection and security standards.

Focus areas include professional client communication within the Assetara workspace, CRM administration, and escalation of issues per policy in a regulated, remote-first environment.

Qualifications

• Strict adherence to operational, security, and compliance guidelines (including mandatory completion of initial training and identity checks).
• Professional remote work discipline, time management, and availability window compliance.
• Absolute commitment to confidentiality, data protection regulations, and anti-fraud protocols.
• Must never provide personalized investment advice, promise guaranteed returns, handle client funds/private keys, or use unapproved external communication channels.

Responsibilities

• Client Communication: Provide professional, warm, accurate, and concise communication exclusively within the official Assetara workspace and approved tools.
• Concierge Support: Deliver scheduled client calls, review portfolio context in advance, and assist clients with platform navigation while strictly adhering to compliance limits.
• Queue & SLA Management: Prioritize unread client threads, handle SLA compliance disciplines, and conduct authorized proactive outreach to clients.
• CRM Administration: Maintain accurate, timely, and complete client notes within the system without copying unnecessary personal data.
• Escalation & Compliance: Immediately identify and elevate red flags, complaints, security incidents, or matter outside authorized boundaries according to company compliance rules.

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist to work remotely from Johannesburg Dist 3, South Africa. You will act as a key contact for clients, delivering concierge-level account support and ensuring strict compliance with data protection and security standards.

Focus areas include professional client communication within the Assetara workspace, CRM administration, and escalation of issues per policy in a regulated, remote-first environment.