Remote Client Relationship & CRM Specialist
Remote / Online - Candidates ideally in
Liverpool, Merseyside, L1, England, UK
Listed on 2026-08-04
Liverpool, Merseyside, L1, England, UK
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, HelpDesk/Support
Job Description & How to Apply Below
Assetara Limited seeks a dedicated Client Relationship & Support Specialist to serve clients via the Assetara workspace. The role is remote, focusing on professional client communication, concierge support, and CRM administration while strictly adhering to compliance rules.
You will handle client interactions, review portfolio context, and assist with platform navigation, ensuring SLA and security standards are met. This role forbids providing investment advice or handling client funds.
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