Remote Client Concierge & CRM Specialist
Remote / Online - Candidates ideally in
Philadelphia, Neshoba County, Mississippi, 39350, USA
Listed on 2026-08-04
Philadelphia, Neshoba County, Mississippi, 39350, 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, Customer Service Rep
Job Description & How to Apply Below
Assetara Limited is seeking a remote Client Relationship & Support Specialist to act as the primary contact for clients, delivering concierge-level assistance and CRM administration. The role emphasizes compliant, secure, and professional communication within the Assetara platform.
Internal title is Broker, but scope is client support only, not advisory or trading. The position requires strict confidentiality, remote work discipline, and adherence to compliance guidelines, with no handling of
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