Remote Client Concierge & CRM Specialist
San Diego, San Diego County, California, 92189, USA
Listed on 2026-10-20
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Customer Service/HelpDesk
CRM Systems & Management, Client Relationship Management, HelpDesk/Support, Customer Service Rep
Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely in the Los Angeles District 8 area. This role focuses on client communication, CRM administration, and support services within the Assetara platform, and does not involve regulated investment advice.
You will act as a key contact for clients, deliver concierge-level assistance, maintain client notes, and escalate issues per compliance rules.
We are looking to fill the Remote Client Concierge & CRM Specialist position at Assetara Limited in Los Angeles, TX, United States.
This role offers the option to work remotely.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Remote Client Concierge & CRM Specialist role in the description above.
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