Assetara Limited in Toronto Dist 3, Canada is seeking a dedicated Client Relationship & Support Specialist to serve as a key contact for clients within the Assetara workspace. You will deliver concierge-level support, manage CRM notes, and help clients navigate the platform while strictly following compliance and data protection rules.
This role focuses on client communication and process excellence, not on providing personalized investment advice. Work from home through Assetara platform.