Remote Client Concierge & Support Specialist

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

Job summary

Assetara Limited in Johannesburg, South Africa, seeks a Client Relationship & Support Specialist to be the primary client contact, handling communications, CRM notes, and platform navigation from a remote location.

The role emphasizes concierge support, SLA management, and strict compliance, ensuring client data privacy and anti-fraud measures are maintained without providing financial advice.

Qualifications

• Strict adherence to operational, security and compliance guidelines.
• Professional remote work discipline and time management.
• Confidential handling of client data and anti-fraud protocols.

Responsibilities

• Provide professional, warm communication exclusively within the Assetara workspace and approved tools.
• Deliver scheduled client calls and assist clients with platform navigation while adhering to compliance limits.
• Manage unread client threads, SLA compliance and proactive client outreach.

Skills

Client communication

CRM administration

Concierge support

SLA management

Compliance awareness

Time management

Remote work discipline

Client data confidentiality

Tools

CRM software

Assetara platform

Job description

Assetara Limited in Johannesburg, South Africa, seeks a Client Relationship & Support Specialist to be the primary client contact, handling communications, CRM notes, and platform navigation from a remote location.

The role emphasizes concierge support, SLA management, and strict compliance, ensuring client data privacy and anti-fraud measures are maintained without providing financial advice.