Remote Client Relations & Concierge Support Specialist
Fresno, Fresno County, California, 93650, USA
Listed on 2026-11-01
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Customer Service/HelpDesk
Client Relationship Management, Customer Service Rep, HelpDesk/Support, CRM Systems & Management
Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will be the primary client contact, delivering concierge-level account assistance and CRM administration, while ensuring compliance and data protection.
The role emphasizes professional remote client communication, SLA management, and collaboration with the BROKER department to maintain high-quality service without providing investment advice.
This is an excellent role to take on the Remote Client Relations & Concierge Support Specialist role at Assetara Limited.
Join Assetara Limited and contribute to our ongoing work.
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This posting is for the Remote Client Relations & Concierge Support Specialist role at Assetara Limited, based in San Jose, IL, United States.
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