Client Relationship
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Client Relationship & Support Specialist — Philadelphia Dist 6, USA
Philadelphia, Mississippi, United States
Job Openings Client Relationship & Support Specialist — Philadelphia Dist 6, USA
About the job Client Relationship & Support Specialist — Philadelphia Dist 6, USA
Role: Client Relationship & Support Specialist (Philadelphia Dist 6, USA)
Department: BROKER
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 elevate 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.
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