Remote Client Relations & Concierge Support Specialist (British Columbia)

Remote Client Relations & Concierge Support Specialist (British Columbia)

03 Aug
|
Assetara
|
British Columbia

03 Aug

Assetara

British Columbia

Assetara Limited in Vancouver is seeking a Client Relationship & Support Specialist to act as the primary contact for our clients, delivering qualified, concierge-level account assistance entirely within the Assetara workspace.
Responsibilities include client communication, CRM administration, and platform guidance while adhering to strict compliance, data protection, and security standards. This remote role emphasizes confidentiality and prohibits investment advice or handling client funds.

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📌 Remote Client Relations & Concierge Support Specialist (British Columbia)
🏢 Assetara
📍 British Columbia

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