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Remote Client Concierge & CRM Specialist
Remote / Online - Candidates ideally in
New York, New York County, New York, 10261, USA
Listed on 2026-08-04
New York, New York County, New York, 10261, USA
Listing for:
Assetara Limited
Remote/Work from Home
position Listed on 2026-08-04
Job specializations:
-
Customer Service/HelpDesk
CRM Systems & Management, Client Relationship Management, HelpDesk/Support, Customer Service Rep
Job Description & How to Apply Below
Assetara Limited is seeking a Client Relationship & Support Specialist (New York Dist 7, USA) to serve as a primary contact for clients, offering concierge-level account support and CRM administration. Remote work is supported through the Assetara platform, with emphasis on secure, compliant client communication and proactive issue resolution.
The role focuses on client communication, platform navigation, and adherence to security guidelines, while avoiding any regulated investing advice or
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