Client Relationship & Support Specialist

Company: Assetara Limited

Role: Client Relationship & Support Specialist

Employment Type: Independent Contractor / Remote

About the Role:

We are looking for a dedicated Client Relationship & Support Specialist to join our team remotely through

the Assetara platform. In this role, you will act as a key point of contact for our clients, providing

professional, warm, and concierge-level account assistance. (Note: While the internal operational title for

this function is "Broker", this role focuses entirely on client communication, CRM administration, and

support services—it does not involve acting as a regulated financial broker, investment adviser, or

portfolio manager.)

Key Responsibilities:

● Client Communication: Provide professional, warm, accurate, and concise communication

exclusively within the official Assetara workspace and approved tools.

● Concierge Support: Deliver scheduled client calls, review portfolio context in advance, and assist

clients with platform navigation while strictly adhering to compliance limits.

● Queue & SLA Management: Prioritize unread client threads, handle SLA compliance disciplines,

and conduct authorized proactive outreach to clients.

● CRM Administration: Maintain accurate, timely, and complete client notes within the system

without copying unnecessary personal data.

● Escalation & Compliance: Immediately identify and escalate red flags, complaints, security

incidents, or matters outside authorized boundaries according to company compliance rules.

Requirements & Compliance Standards:

● Strict adherence to operational, security, and compliance guidelines (including mandatory

completion of initial training and identity checks).

● Professional remote work discipline, time management, and availability window compliance.

● Absolute commitment to confidentiality, data protection regulations (handling Client Data strictly

on documented instructions), and anti-fraud protocols.

● Strict Prohibitions: Must never provide personalized investment advice, promise guaranteed

returns, handle client funds/private keys, or use unapproved external communication channels.

Pay: ₹10,000.00 - ₹15,000.00 per week

Work Location: Remote