Assetara Limited in Dallas, USA, is seeking a Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will be the primary contact for clients, delivering concierge-level account assistance and ensuring accurate CRM notes.
This role focuses on client communication, platform navigation support, and adherence to compliance rules, with strict boundaries that exclude investment advisory or handling client funds.
#J-18808-LjbffrClient Relations & Concierge Support Specialist Remote in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.