Remote Client Concierge & CRM Specialist

Assetara Limited is seeking a remote Client Relationship & Support Specialist to join the Bristol District 5 team via the Assetara platform. The role is focused on client communication, CRM administration, and concierge-level support, and is explicitly not a regulated financial broker or advisor.

As the primary client contact, you will deliver scheduled calls, guide users through the platform, and ensure SLA adherence while strictly following compliance rules and data protection requirements.

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