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Remote Client Concierge & CRM Specialist
Remote / Online - Candidates ideally in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-08-04
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
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 is seeking a dedicated Client Relationship & Support Specialist to join the Edinburgh-based team and work remotely through the Assetara platform. You will act as a key contact for clients, providing professional, concierge-level account support, while ensuring strict compliance with data protection and security rules.
The role emphasizes client communication, CRM administration, and support services, not regulated financial advisory activities.
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