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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 seeks a dedicated Client Relationship & Support Specialist to work remotely from the Edinburgh region. You will serve as the primary contact for clients, delivering concierge-level assistance, guiding platform use, and maintaining accurate CRM notes within approved systems.
In this role, you will uphold strict confidentiality, comply with security and data protection rules, and avoid providing personalized investment advice.
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