Client Relations & Concierge Support Specialist Remote
Assetara Limited
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.
#J-18808-LjbffrVacancy posted 2 days ago
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