Remote Client Relationship & Concierge Support Specialist

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

Job summary

Assetara Limited in Pretoria Dist 3, South Africa seeks a dedicated Client Relationship & Support Specialist to support clients remotely via the Assetara platform. You will be the main contact for clients, handling CRM notes, coordinating calls, and guiding users through the platform with strict adherence to compliance.

This role emphasizes professional communication, confidential handling of client data, and adherence to anti-fraud protocols.

Qualifications

• Excellent client communication skills and professional remote work discipline.
• Experience with CRM platforms and maintaining client notes.
• Ability to manage queues, SLAs, and proactive client outreach.
• Familiarity with compliance requirements and data protection best practices.

Responsibilities

• Provide professional and concise client communication within Assetara workspace and approved tools.
• Deliver concierge-style support and assist clients with platform navigation while complying with limits.
• Prioritize unread client threads, manage SLA disciplines, and perform proactive outreach.
• Maintain accurate client notes in the CRM without exposing personal data.
• Identify and escalate red flags or compliance issues per company rules.

Skills

Client communication

CRM administration

SLA management

Compliance

Tools

CRM software

Job description

Assetara Limited in Pretoria Dist 3, South Africa seeks a dedicated Client Relationship & Support Specialist to support clients remotely via the Assetara platform. You will be the main contact for clients, handling CRM notes, coordinating calls, and guiding users through the platform with strict adherence to compliance.

This role emphasizes professional communication, confidential handling of client data, and adherence to anti-fraud protocols.