Client Relationship & Support Specialist at Assetara Limited in Remote (full-time)

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.

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.

Flexible shift and Competitive salary

Assetara Limited is a Seychelles-registered fintech and digital asset technology company founded in 2025 that develops AI-powered infrastructure, algorithmic trading engines, and Web3 products. [1] (https://www.trustpilot.com/review/assetara.ai), [2] (https://finance.yahoo.com/markets/crypto/articles/assetara-announces-public-launch-ai-210400776.html), [3] (https://www.assetara.ai/)Core Technology & OperationsAlgorithmic Engine: Uses automated processes to analyze market liquidity around the clock and execute predefined strategies without manual intervention. [1] (https://finance.yahoo.com/markets/crypto/articles/assetara-announces-public-launch-ai-210400776.html)Transaction Volume: Reported processing over 1.29 million transactions with a total volume exceeding $193 million between May 2025 and August 2026. [1] (https://finance.yahoo.com/markets/crypto/articles/assetara-announces-public-launch-ai-210400776.html)Ecosystem Utility: Features a native digital token named ASRA, integrated into a 30-tier user progression and gamified reward system. [1] (https://finance.yahoo.com/markets/crypto/articles/assetara-announces-public-launch-ai-210400776.html)Company ProfileLegal Registration: Seychelles IBC Reg. 246868Registered Address: Providence Industrial Estate, Victoria, Mahé, SeychellesOfficial Website: assetara.ai [1] (https://www.trustpilot.com/review/assetara.ai), [2] (https://finance.yahoo.com/markets/crypto/articles/assetara-announces-public-launch-ai-210400776.html)