Assetara Limited seeks a Client Relationship & Support Specialist to assist clients remotely via the Assetara platform, acting as a dedicated contact, handling CRM notes, and guiding users through the system with concierge-style service.
This role emphasizes strict adherence to confidentiality, security, and compliance, while maintaining professional remote work discipline and precise time management; it excludes investment advisory duties and handling client funds.
#J-18808-LjbffrRemote Client Relations & Concierge Support Specialist in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.