Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to work remotely, focusing on client communication and CRM administration within the Assetara platform. You will act as a primary contact for clients, deliver concierge-style support, and manage platform navigation while adhering to compliance limits.
The role emphasizes confidentiality, data protection, and strict prohibitions on providing personalized investment advice or handling client funds.
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📌 Remote Client Concierge & CRM Specialist (South Australia)
🏢 Assetara
📍 South Australia
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