Remote Client Concierge & CRM Support Specialist
Remote / Online - Candidates ideally in
Bristol, Bristol County, BS1, England, UK
Listed on 2026-08-04
Bristol, Bristol County, BS1, 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
Job Description & How to Apply Below
Assetara Limited in Bristol Dist 3, UK is seeking a dedicated Client Relationship & Support Specialist to join remotely via the Assetara platform. The role focuses on client communication, CRM administration and support services, not as a regulated broker, adviser, or portfolio manager.
You will be a key point of contact for clients, delivering concierge-level account assistance and ensuring compliance with company rules while navigating the platform and coordinating with the BROKER department.
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