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Remote Client Concierge & CRM Specialist
Remote / Online - Candidates ideally in
San Jose, Mason County, Illinois, 62682, USA
Listed on 2026-08-04
San Jose, Mason County, Illinois, 62682, 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
Job Description & How to Apply Below
Assetara Limited seeks a Client Relationship & Support Specialist to serve San Jose District 2 clients remotely via the Assetara platform. You will be the primary contact, handling communications, CRM notes, and concierge-level support while ensuring strict compliance.
This role emphasizes client onboarding, timely responses, SLA awareness, data confidentiality, and avoidance of investment advice or fund handling. A disciplined, remote-friendly mindset is essential.
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