Assetara Limited in Australia invites applications for a dedicated Client Relationship & Support Specialist (Adelaide Dist 6). This remote role focuses on client communication, CRM administration, and concierge-level support through the Assetara platform, not as a broker or advisor.
You will be the primary contact for clients, conduct scheduled calls, guide platform navigation, maintain accurate notes in the CRM, and uphold strict confidentiality and compliance standards across all interactions.