Remote Client Concierge & CRM Specialist
Assetara Limited
Chicago, IL
- Remote job
Assetara Limited seeks a Client Relationship & Support Specialist for Chicago Dist 4, USA. This role focuses on client communication, CRM administration, and support services entirely within the Assetara platform. The position emphasizes professional remote work discipline, confidentiality, data protection compliance, and strict prohibitions against giving investment advice or handling client funds. #J-18808-Ljbffr Assetara Limited
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Remote Client Concierge & CRM Specialist in Chicago, IL vacancy
- ...Washington is seeking an intake specialist to join our expanding team in a primarily remote capacity with occasional in-office... ...meetings. You will welcome potential clients, guide them through initial... ...interactions, manage client records in the CRM, and collaborate with marketing,...Remote jobCRMWork at office
- ...We are seeking a detail-oriented Legal Intake Specialist to be the first point of contact for potential clients.This fully remote role requires strong communication,... ...conduct intake interviews, and ensure accurate documentation in our CRM.J-18808-Ljbffr Inbounds.comRemote jobCRM
- Assetara Limited is seeking a Remote Client Relationship & Support Specialist (Chicago Dist 2, USA) to serve as a key contact for clients via... ...platform. You will focus on client communication, CRM administration, and concierge-level support while ensuring strict compliance...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
- ...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
- ...Limited in New York Dist 6, USA is seeking a Client Relationship & Support Specialist to serve as a key contact for clients from... ...platform, focusing on communication, CRM administration, and support services. The role is remote, with strict compliance guidelines and confidential...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
Pavago
United States4 days ago - CORE Group Restoration, Inc. is looking for a Claims Concierge Support to manage projects from start to finish. Responsibilities include effective... ...situations. Proficiency in Google Suite and knowledge of CRM or job management software is preferred. Join a team that values...Remote jobCRM
$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 shiftVisit Fort Collins
Fort Collins, CO1 day ago$25k - $75k
...RemoteFetch is seeking a Remote Booking & Travel Support Specialist to join their travel advisory team. In this fully remote role, you'll assist in scheduling client consultations, maintaining client engagement, and managing CRM records. Ideal candidates should possess...Remote workCRMRemoteFetch
United States22 hours ago- ...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
- ...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
Concierge Travel Associates
New York, NY22 hours ago - Destinationknot is seeking a Remote Booking & Travel Support Specialist to assist our travel advisory team by scheduling client consultations and handling outreach. This role is ideal... ...email, and messaging, maintain accurate CRM records, and support travel planning with...Remote workCRMFlexible hours
Destinationknot
United States2 days ago - ...Working remotely or in a hybrid capacity, the full-time Production Specialist will coordinate the sourcing, ordering, and delivery... ...of personalized swag for global clients, ensuring alignment with client... ...Salesforce, Hubspot, or other sales CRM platforms Strong understanding...Remote workCRMFull time
Virtual Vocations Inc
United States4 days ago - Mass General Brigham is seeking a Client Specialist to provide general operational and patient intake support, serving... ...welcoming patients, enrolling them into Concierge Medicine and Executive Health, and maintaining CRM data. Qualifications include a High School Diploma...CRM
$90k - $100k
...Travel ConciergeLocation: Remote Employment Type: Full TimeSchedule... ...pm ESTAbout AtlasAtlas is the concierge charge card built for those who... ...communication skills and a client-first mindsetHigh level of discretion... ...with tools like Zendesk, CRM systems, or internal case management...Remote workCRMFull timeShift workNight shiftWeekend workAtlas
Washington DC2 days ago- ...Owning CRM execution for VIP audiences, the full-time CRM Senior Specialist will build and automate outreach sequences while utilizing AI tools to enhance client relationships and drive measurable sales outcomes in a remote work environment. Key responsibilities Build...Remote workCRMFull time
Virtual Vocations Inc
United States1 day ago - ...management program, dedicated to helping clients achieve their financial goals through personalized... ...advice and tailored solutions. As a Concierge, you will support high net-worth clients,... ...financial advisors Experience with CRM platforms such as Salesforce In addition...CRMWork at office
- ...Destination Careers is seeking a remote Customer Service professional to handle hotel reservation... ...support. You will interact with clients via phone, email, and chat, guiding them... ...problem-solving skills, experience with CRM tools, and the ability to work independently...Remote workCRM
Destination Careers
United States4 days ago - A remote travel support company is seeking a Remote Travel Support professional to assist clients throughout their travel journey. In this work-from-home role, you will manage travel-related requests and ensure a smooth experience for clients. Ideal candidates should possess...Remote workWork from home
Remotetravelcareers
United States2 days ago - ...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
Digital Direction
Chicago, IL27 days ago - Destination Careers is looking for a detail-oriented and service-focused Remote Vacation Services Coordinator. The role emphasizes organization,... ..., and administrative support to deliver a professional client experience. You will assist with vacation-related coordination,...Remote job
- ...seamless, memorable, and tailored to the unique needs of our clients. As a Travel Concierge Representative, you will play a vital role in crafting... ...attention to detail. Proficiency with booking platforms, CRM systems, and Microsoft Office Suite. Ability to...Remote workCRMWork at officeShift work
PerLuxe Travels
United States3 days ago - ...About the job Client Concierge Overview We're continuing to expand our remote team and are looking for dependable, service-minded individuals to join us as Client Concierges. In this role, you'll support clients as they plan upcoming travel and lifestyle...Remote workWork from homeFlexible hours
Hope's Global Getaways
Henderson, NV22 hours ago - ...the full-time Lead Generation Specialist will build a consistent... ...and LinkedIn, while working remotely and preferably within the Pacific... ...Responsibilities Research prospective clients, emerging markets, and new... ...activities and manage the CRM pipeline effectively using...Remote workCRMFull time
Virtual Vocations Inc
United States3 days ago - ...having the opportunity to make a difference in the lives of our clients and the communities we serve. Our team is made of a diverse group... ...organizational goals were met Utilize Microsoft Office Suite, CRM systems, and other business applications to generate reports, manage...CRMFull timeWork at officeMonday to Friday
Legacy Financial Partners Inc
Windom, MN22 hours ago - ...Client Experience Concierge Evansville, Indiana, United States We are seeking motivated and detail-oriented individuals to join our team as Client Experience Concierges. This is a fully remote role where you will assist clients in planning and booking tailored travel...Remote workFull timePart timeFlexible hours
Travel with Lani
United States3 days ago - ...Client Experience - Concierge Profile The Concierge serves as the first point of contact for clients, setting the tone for an exceptional luxury... ...experience. Assist with administrative tasks such as scheduling, CRM updates, and appointment follow-up when needed. Restock...CRMTemporary workWork at office
The 1916 Company
Ardmore, PA3 days ago - ...to The PBM Services Pharmacy Concierge team by coordinating and facilitating... ...and benefits.This is remote from 11am-7pmJob Duties and Responsibilities... ...approach to customers and clients.All other duties as assigned.... ...EHR, Rx platforms, Excel, and CRM software.Ability to work...Remote workCRM
CommuniCare Corporate
Cincinnati, OH4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Remote Client Concierge & CRM Specialist. Be the first to apply!
Related searches