Remote Client Relations & Concierge Support Specialist
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Customer Service/HelpDesk
Customer Service Rep, Client Relationship Management, HelpDesk/Support
Job Description & How to Apply Below
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.
We are looking to fill the Remote Client Relations & Concierge Support Specialist position at Assetara Limited in San Jose, IL, United States.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in San Jose, IL, United States.
This opportunity is part of our work in Human Resources, Sales.
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