Client Relations & Concierge Support Specialist — Remote
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Customer Service/HelpDesk
Job Description & How to Apply Below
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.
This posting is for the Client Relations & Concierge Support Specialist — Remote role at Assetara Limited, based in Dallas, GA, United States.
The advertised compensation is 50.000 - 65.000.
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 Client Relations & Concierge Support Specialist — Remote role in the description above.
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