Assetara Limited is seeking a Client Relationship & Support Specialist to join our Perth operations, delivering concierge-level account assistance via the Assetara platform from a remote capacity.
The role focuses on client communication, CRM administration, and compliant support, with strict adherence to confidentiality, security, and data protection guidelines and no investment-advice duties.
You will act as the primary contact for clients, coordinate scheduled calls, review portfolio context,
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📌 Remote Client Concierge & Crm Specialist (Western Australia)
🏢 Assetara
📍 Western Australia
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