Remote Client Relations & Support Specialist

Assetara Limited; Johannesburg; On-site; ZAR 240,000 - 320,000; Full time

Job summary

Assetara Limited seeks a dedicated Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will be the primary point of contact for clients, delivering concierge-level account assistance, handling CRM administration, and guiding users through the platform.

This role emphasizes client communication, compliance, data protection, and strict adherence to operational guidelines.

Qualifications

• Strict adherence to operational, security, and compliance guidelines.

Responsibilities

• Client Communication: Provide professional, warm, accurate communication within the Assetara workspace.
• Concierge Support: Deliver scheduled client calls, review portfolio context, and assist with platform navigation.
• Queue & SLA Management: Prioritize unread client threads, maintain SLA discipline, proactive client outreach.
• CRM Administration: Maintain accurate client notes within the system, avoiding unnecessary personal data.
• Escalation & Compliance: Identify red flags or sensitive issues and escalate per company rules.

Job description

Assetara Limited seeks a dedicated Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will be the primary point of contact for clients, delivering concierge-level account assistance, handling CRM administration, and guiding users through the platform.

This role emphasizes client communication, compliance, data protection, and strict adherence to operational guidelines.