Assetara Limited is seeking a remote Client Relationship & Support Specialist to serve as the primary contact for clients via the Assetara platform.
The role emphasizes concierge support, CRM administration, and strict adherence to compliance rules, without providing financial advice or handling client funds.The successful candidate will manage client communications, review portfolio context in advance, and ensure secure, compliant interactions while supporting clients remotely from
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📌 Remote Client Relationship & Support Specialist (New South Wales)
🏢 Assetara
📍 New South Wales
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