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Remote Client Concierge & CRM Support Specialist

Remote / Online - Candidates ideally in
Dallas, Paulding County, Georgia, 30157, USA
Listing for: Assetara Limited
Remote/Work from Home position
Listed on 2026-08-04
Job specializations:
  • Customer Service/HelpDesk
    CRM Systems & Management, HelpDesk/Support, Customer Service Rep
Salary/Wage Range or Industry Benchmark: 42000 - 70000 USD Yearly USD 42000.00 70000.00 YEAR
Job Description & How to Apply Below

Assetara Limited is seeking a Client Relationship & Support Specialist for a remote role in the Dallas area. You will be a key contact for clients, handling communications, CRM administration, and support services within the Assetara platform.

The role emphasizes concierge-level service, disciplined time management, and strict adherence to confidentiality and compliance rules, with no regulated financial advisory duties involved.

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