Remote Client Concierge & Support Specialist

Assetara Limited; Johannesburg; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will be a key contact for clients, handling communication, CRM administration, and concierge-level support within approved tools.

Role emphasizes compliance, data protection, and confidentiality, with no investment advice or handling of funds. Remote-friendly, disciplined, and reliable professionals are encouraged to apply.

Qualifications

• Proven ability to communicate professionally within approved tools
• Experience with CRM systems and client-facing processes
• Solid understanding of data privacy and compliance standards

Responsibilities

• Provide professional client communication within Assetara workspace and approved tools
• Deliver scheduled client calls, review portfolio context, and assist platform navigation
• Manage unread client threads and SLA compliance, perform proactive outreach
• Maintain accurate client notes in the CRM without exposing personal data
• Identify and escalate red flags or compliance breaches per company rules

Skills

Client communication

CRM administration

Remote work discipline

Compliance awareness

Data protection

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will be a key contact for clients, handling communication, CRM administration, and concierge-level support within approved tools.

Role emphasizes compliance, data protection, and confidentiality, with no investment advice or handling of funds. Remote-friendly, disciplined, and reliable professionals are encouraged to apply.