Remote Client Relations & Support Specialist

Assetara Limited; Durban; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Assetara Limited in Durban Dist 7, South Africa, seeks a Client Relationship & Support Specialist to manage client communications and CRM administration remotely on the Assetara platform.

You will provide concierge-level account support, coordinate scheduled client calls, and ensure compliance with security and data protection guidelines while avoiding any investment advice. This role emphasizes client experience and strict adherence to internal policies.

Qualifications

• Professional client communication within Assetara workspace and approved tools.
• CRM administration with accurate client notes in the system.
• Adherence to operational, security and compliance guidelines, including training and identity checks.
• Anti-fraud protocols and data protection requirements.

Responsibilities

• Client Communication: Provide professional, warm, accurate, and concise communication exclusively within the Assetara workspace and approved tools.
• Concierge Support: Deliver scheduled client calls, review portfolio context, and assist clients with platform navigation while adhering to compliance limits.
• Queue & SLA Management: Prioritize unread client threads, maintain SLA discipline, and conduct proactive outreach to clients.
• CRM Administration: Maintain accurate, timely client notes within the system without copying unnecessary personal data.
• Escalation & Compliance: Identify red flags, complaints, security incidents, or matters outside authorized boundaries.

Skills

Client communication

CRM administration

Remote work discipline

Compliance awareness

Tools

CRM software

Job description

Assetara Limited in Durban Dist 7, South Africa, seeks a Client Relationship & Support Specialist to manage client communications and CRM administration remotely on the Assetara platform.

You will provide concierge-level account support, coordinate scheduled client calls, and ensure compliance with security and data protection guidelines while avoiding any investment advice. This role emphasizes client experience and strict adherence to internal policies.