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Remote Client Relations & Concierge Support Specialist

Assetara Limited

Houston, MS
  • Remote job

Assetara Limited seeks a Client Relationship & Support Specialist to assist clients remotely via the Assetara platform, acting as a dedicated contact, handling CRM notes, and guiding users through the system with concierge-style service. This role emphasizes strict adherence to confidentiality, security, and compliance, while maintaining professional remote work discipline and precise time management; it excludes investment advisory duties and handling client funds. #J-18808-Ljbffr Assetara Limited

Vacancy posted 3 days ago
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