Remote Client Relations & CRM Concierge Specialist (Montreal)

Remote Client Relations & CRM Concierge Specialist (Montreal)

04 Aug
|
Assetara
|
Montreal

04 Aug

Assetara

Montreal

Assetara Limited is seeking a remote Client Relationship & Support Specialist to join our Montreal-based team. You will be the main point of contact for clients, delivering concierge-like support and CRM updates entirely within the Assetara workspace.

In this role, you will manage client communications, review portfolio context, handle SLA-driven queues, and escalate compliance issues as needed, while strictly avoiding any regulated advisory activities.

📌 Remote Client Relations & CRM Concierge Specialist (Montreal)
🏢 Assetara
📍 Montreal

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