Remote Client Concierge & CRM Specialist
Assetara Limited
- Remote job
Assetara Limited is seeking a remote Client Relationship & Support Specialist to serve as the primary contact for clients within the Assetara workspace. The role emphasizes professional, concierge-level account assistance, CRM administration, and adherence to strict compliance guidelines while avoiding regulated financial activities. The position focuses on client communication, platform navigation support, and proactive outreach, with remote work discipline and strong data protection practices #J-18808-Ljbffr Assetara Limited
- ...Fertility family, is seeking a Matching Specialist to guide intended parents through the... ...care. The role emphasizes excellent client service, collaboration, and meticulous record-keeping within a CRM system, with a hybrid or remote work option depending on location. #J...Remote workCRM
$19 per hour
...Hourly, Job Category: Sales, CONCIERGE SPECIALIST Department: Concierge |... ...You'll help couples and event clients understand our unique values... ...outcome, and next step in the CRM with speed and precision. Match... ...a home office setup for remote work with fast wifi and a quiet...Remote workCRMHourly payFull timeWork at officeHome officeFlexible hoursWeekend workDay shiftAfternoon shift- ...Delivering high-touch, white-glove service, the remote Client Concierge Specialist will manage member inquiries regarding benefits, claims, and provider... ...and benefits eligibility systems Experience with CRM systems or customer support platforms preferred Solid working...Remote workCRM
- Assetara Limited is seeking a dedicated Client Relationship & Support Specialist for remote work based in Dallas, USA. This role focuses on client communication, CRM administration, and concierge-level support within the Assetara ecosystem. You will handle client interactions...Remote jobCRM
- ...Limited in Dallas, USA, is seeking a Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will... ...contact for clients, delivering concierge-level account assistance and ensuring accurate CRM notes. This role focuses on client...Remote jobCRM
- Assetara Limited seeks a diligent Client Relationship & Support Specialist to join our Phoenix operations. You will be the main contact for clients, provide professional, concierge-level account assistance, and manage CRM data within Assetara's workspace, all while staying...Remote jobCRM
- Assetara Limited is seeking a Remote Client Relationship & Support Specialist to serve as the key contact for clients on the Assetara platform, delivering concierge-level account assistance and CRM administration. In this role you will communicate professionally within...Remote jobCRM
- Assetara Limited is seeking a remote, dedicated Client Relationship & Support Specialist to serve as the main contact for clients on the Assetara platform... .... You will handle client communications, CRM maintenance, and concierge-style support, while strictly following...Remote jobCRM
- ...States is seeking a dedicated Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You... ...contact for clients, delivering concierge-level assistance and guiding them... ...client communication, CRM administration, compliance, and...Remote jobCRM
- Assetara Limited seeks a Client Relationship & Support Specialist to work remotely from Dallas District 5, USA. The role focuses on client communication, CRM administration, and support services within the Assetara platform, not on regulated brokerage services. Responsibilities...Remote jobCRM
$1,500 per month
...contribute to our ongoing success. Client Concierge The Client Concierge plays a... ...are handled efficiently, data within the CRM remains accurate, and small customers receive... ..., and comfortable working within a remote outsourced team structure · Scope...Remote workCRMFull timeWork at officeLocal areaFlexible hours- Assetara Limited seeks a Client Relationship & Support Specialist to manage client communications and platform navigation remotely from the USA. The role emphasizes concierge-level service while adhering to compliance... ...Key responsibilities include CRM administration, SLA...Remote jobCRM
- Globaltize is seeking a Bilingual Intake Specialist (English/Spanish) to support a U.S.-based legal team. You... ...role emphasizes empathy, clear communication, and CRM proficiency as you maintain records and manage the client pipeline. Prior experience in customer service or...Remote jobCRM
- ...The role requires excellent communication skills and expertise in CRM systems. Responsibilities include handling customer inquiries,... ...and a commitment to delivering unparalleled customer experiences in a luxurious retail setting. Remote work available. #J-18808-LjbffrRemote workCRM
- ...Job Description The Whisper Outdoor Concierge Specialist serves as the dedicated point of contact... ...facilitating warranty claims, scheduling Video Remote Assistance (VRA) appointments, and... ...with Microsoft Office, Outlook, and CRM systems. Strong attention to detail...Remote workCRMWork at officeNight shift
- ...The Claros Travel is seeking a Luxury Customer Service Representative to join our remote team. You will assist clients with luxury reservations, itinerary coordination, and service arrangements, delivering personalized support before, during, and after their experiences...Remote workWork from home
- ...Claros Travel is a growing luxury services company seeking a Luxury Customer Service Representative to join our remote team and support our expanding client base. You will assist clients with reservations, itinerary coordination, and service arrangements while delivering...Remote work
$18 - $22 per hour
...Collins? Get Paid to Share It — Part-Time Concierge & Event Specialist Visit Fort Collins (VFC) is Fort... ...using a tablet/computer, sales tools, CRM systems, Zoom and Microsoft Office Suite... ...clarification, and communicates effectively with clients, customers, and vendors Teamwork —...CRMPart timeWork at officeLocal areaImmediate startFlexible hoursNight shiftAfternoon shift- ...The Claros Travel is seeking a Luxury Customer Service Representative to join our remote team, supporting high-end clients with reservations, itinerary coordination, and service arrangements. You will provide proactive, personalized service across channels and ensure...Remote work
- ...Claros Travel is seeking a Luxury Customer Service Representative to join our remote team, providing high-touch support for reservations, itineraries, and service arrangements across our luxury client base. You will communicate clearly via phone, email, and messaging,...Remote work
$26 - $28 per hour
...Position: Boutique Concierge Location: Soho, New York City For... ...help shape a new standard of client experience. As a Conciergerie... ...appointments, video viewings, remote sales, and clienteling. While... ...Systems Management Support CRM Management: Maintain flawless...Remote workCRMHourly payFull timeDay shiftAfternoon shift- ...Travel ConciergeA remote opportunity with flexible hours. We are seeking... ...executive, corporate concierge services that will operate as... ...experiences for business and HNW clients.Responsibilities:Plan and arrange... ...client needsFamiliarity with CRM systems, Google Workspace/Microsoft...Remote workCRMWork at officeWorldwideFlexible hours
- Mass General Brigham is seeking a Client Specialist to provide front desk and patient intake support at our Revolution... ...include enrolling patients into Concierge Medicine and Executive Health, maintaining CRM data in Salesforce, and updating EPIC registrations...CRM
$90k - $100k
...Location: Remote Employment Type: Full Time About Atlas Atlas is the concierge charge card built for those who expect more -... ...written communication skills and a client-first mindset ~ High... ...Familiarity with tools like Zendesk, CRM systems, or internal case...Remote workCRMFull timeFlexible hoursShift workNight shiftWeekend work- ...Intake Specialist We are hiring a reliable and detail-oriented Intake Specialist to support a busy US law firm. This role is critical to first impressions, client scheduling, and revenue tracking. You will handle inbound calls from prospective clients, manage attorney...Remote workCRM
- ...is seeking a Luxury Customer Service Representative to join our remote team. You will handle luxury reservations, itinerary... ...arrangements, delivering a high-touch customer experience for our clients before, during, and after their experiences. Ideal candidates are...Remote jobWork from home
- ...Baird in Charleston, WV is seeking a Client Assistant to deliver exceptional client service and operational support for Private Wealth... ...events. Join a team focused on tailored wealth solutions, maintain CRM workflows, and support regulatory adherence. 2+ years of...CRM
- ..., with dedicated destination specialists tailoring itineraries to match... ...Specialist is a full-time remote role responsible for designing... ...consulting with travel advisors and clients to understand interests,... ...with travel booking systems, CRM tools, and standard office...Remote workCRMFull timeWork at officeLocal area
- ...base. The candidate would interface with clients and vendors to facilitate client orders.... ...environment. The position offers virtual office (remote). Principal Duties and... ...skills in MS Office including Excel and CRM ~ Ability to work under pressure and to...Remote workCRMContract workLocal area
- A travel consultancy firm is seeking a Remote Vacation Planning Consultant to assist clients in planning and booking their dream vacations. The role involves personalized recommendations and the use of CRM systems. The ideal candidate should have a passion for travel,...Remote jobCRMFull timeFlexible hours
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