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Remote Client Concierge & CRM Specialist
Remote / Online - Candidates ideally in
Birmingham, West Midlands, B1, England, UK
Listed on 2026-08-04
Birmingham, West Midlands, B1, England, UK
Listing for:
Assetara Limited
Remote/Work from Home
position Listed on 2026-08-04
Job specializations:
-
Customer Service/HelpDesk
CRM Systems & Management -
Finance & Banking
Job Description & How to Apply Below
Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to work remotely from the UK. The role focuses on client communication, CRM administration, and support services within the Assetara platform, not on regulated financial advice.
You will act as a key contact for clients, handle scheduled calls, review portfolio context, and ensure strict adherence to compliance and data protection rules while avoiding unapproved channels.
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