Remote Client Relationship & Support Specialist

Assetara Limited; Cape Town; On-site; ZAR 240,000 - 380,000; Full time

Job summary

Assetara Limited seeks a Client Relationship & Support Specialist (Cape Town Dist 3, South Africa) to serve as a key contact for clients, manage CRM notes, and assist with platform navigation from a remote setting.

You will deliver concierge-style support, schedule client calls, track SLA compliance, and escalate any compliance issues per policy while upholding strict confidentiality and data protection standards.

Qualifications

• Adhere to security, compliance, and data‑handling guidelines including initial training.
• Maintain professional remote work discipline and time-management.
• Protect client confidentiality and comply with data protection rules.
• Do not provide personalized investment advice or use unapproved channels.

Responsibilities

• Provide professional, warm, and concise client communication within the Assetara workspace.
• Conduct scheduled client calls and assist with platform navigation.
• Prioritize unread client threads, manage SLA compliance, and perform proactive outreach.
• Maintain accurate client notes in the CRM without extra personal data.
• Escalate compliance issues and ensure adherence to security policies.

Job description

Assetara Limited seeks a Client Relationship & Support Specialist (Cape Town Dist 3, South Africa) to serve as a key contact for clients, manage CRM notes, and assist with platform navigation from a remote setting.

You will deliver concierge-style support, schedule client calls, track SLA compliance, and escalate any compliance issues per policy while upholding strict confidentiality and data protection standards.