Remote Client Concierge & Support Specialist

Assetara Limited; Pretoria; On-site; ZAR 250,000 - 450,000; Full time

Job summary

Assetara Limited in Pretoria, South Africa seeks a Client Relationship & Support Specialist to act as the primary client contact within the Assetara workspace, delivering concierge-style account support.

The role emphasizes client communication, CRM administration, and proactive support, with remote work through the Assetara platform. Candidates must follow confidentiality, data protection regulations, and strict security/compliance rules.

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 (handling Client Data strictly on documented instructions), and anti-fraud protocols.

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 escalation red flags, complaints, security incidents, or matters outside authorized boundaries according to company compliance rules.

Job description

Assetara Limited in Pretoria, South Africa seeks a Client Relationship & Support Specialist to act as the primary client contact within the Assetara workspace, delivering concierge-style account support.

The role emphasizes client communication, CRM administration, and proactive support, with remote work through the Assetara platform. Candidates must follow confidentiality, data protection regulations, and strict security/compliance rules.