Client Relations & Concierge Support Specialist — Remote
Dallas, Paulding County, Georgia, 30132, USA
Listed on 2026-11-01
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Customer Service/HelpDesk
Customer Service Rep, Client Relationship Management, HelpDesk/Support, Customer Success Management
Assetara Limited in Dallas, USA, is seeking a Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will be the primary contact for clients, delivering concierge-level account assistance and ensuring accurate CRM notes.
This role focuses on client communication, platform navigation support, and adherence to compliance rules, with strict boundaries that exclude investment advisory or handling client funds.
Step into the Client Relations & Concierge Support Specialist — Remote role at Assetara Limited in Dallas, GA, United States and grow with us.
Learn more about the Client Relations & Concierge Support Specialist — Remote role in the description above.
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