Assetara Limited seeks a Client Relationship & Support Specialist to work remotely from Montreal, Canada. You will be the primary contact for clients, providing qualified, concierge-level support within the Assetara workspace and approved tools.
The role focuses on client communication, CRM administration, SLA management, and escalation in line with compliance rules, with strict data confidentiality and no provision of investment advice.
📌 Remote Client Concierge & Support Specialist (Montreal)
🏢 Assetara
📍 Montreal
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