Remote Client Relations & Concierge Support Specialist

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

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist to act as a primary contact for clients and provide concierge-level account assistance via the Assetara platform. The role focuses on client communication, CRM administration, and support services, not regulated financial brokerage.

The ideal candidate will maintain confidentiality, adhere to security and compliance standards, and manage remote workflows with disciplined time management while delivering professional client

Qualifications

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

Responsibilities

• Provide professional, warm, concise communication within the Assetara workspace and approved tools.
• Deliver scheduled client calls and assist with platform navigation while adhering to compliance limits.
• Prioritize unread client threads, manage SLA compliance, and perform proactive outreach to clients.
• Maintain accurate client notes in the CRM without copying unnecessary personal data.
• Identify and elevate red flags, complaints, security incidents, or issues outside allowed boundaries.

Skills

Client communication

CRM administration

Time management

Remote work discipline

Compliance awareness

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist to act as a primary contact for clients and provide concierge-level account assistance via the Assetara platform. The role focuses on client communication, CRM administration, and support services, not regulated financial brokerage.

The ideal candidate will maintain confidentiality, adhere to security and compliance standards, and manage remote workflows with disciplined time management while delivering professional client