Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely in the USA. You will be a key point of contact for clients, providing concierge-level account support within the Assetara workspace and approved tools.
This role emphasizes client communication, CRM administration, and compliant, confidential handling of client data. You will avoid providing investment advice and must adhere to security and compliance policies.
#J-18808-LjbffrRemote Client Concierge & Support Specialist in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.