At a Glance
- Tasks: Be the friendly voice for clients, providing top-notch support and communication.
- Company: Join a dynamic team focused on client relationships and support.
- Benefits: Enjoy remote work flexibility and a supportive work environment.
- Other info: Opportunity to grow in a fast-paced, client-focused role.
- Why this job: Make a real difference in clients' experiences while developing your professional skills.
- Qualifications: Strong communication skills and a passion for helping others.
The predicted salary is between 28000 - 35000 £ per year.
We are looking for a dedicated Client Relationship & Support Specialist to join our team remotely through the Assetara platform. In this role, you will act as a key point of contact for our clients, providing professional, warm, and concierge-level account assistance. (Note: While the internal operational title for this function is "Broker", this role focuses entirely on client communication, CRM administration, and support services—it does not involve acting as a regulated financial broker, investment adviser, or portfolio manager.)
Key Responsibilities:
- Client Communication: Provide professional, warm, accurate, and concise communication exclusively within the official Assetara workspace and approved tools.
- Concierge Support: Deliver scheduled client calls, review portfolio context in advance, and assist clients with platform navigation while strictly adhering to compliance limits.
- Queue & SLA Management: Prioritise unread client threads, handle SLA compliance disciplines, and conduct authorised proactive outreach to clients.
- CRM Administration: Maintain accurate, timely, and complete client notes within the system without copying unnecessary personal data.
- Escalation & Compliance: Immediately identify and elevate red flags, complaints, security incidents, or matters outside authorised boundaries according to company compliance rules.
Requirements & Compliance Standards:
- Strict adherence to operational, security, and compliance guidelines (including mandatory completion of initial training and identity checks).
- Professional remote work discipline, time management, and availability window compliance.
- Absolute commitment to confidentiality, data protection regulations (handling Client Data strictly on documented instructions), and anti-fraud protocols.
Strict Prohibitions:
- Must never provide personalised investment advice, promise guaranteed returns, handle client funds/private keys, or use unapproved external communication channels.
Client Relationship & Support Specialist — Leeds Dist 5, UK employer: Assetara Limited
Assetara Limited is an exceptional employer that champions innovation and growth within the crypto and fintech sectors. With a flexible work environment and performance-linked compensation, employees are empowered to thrive while making meaningful contributions to local networks. The company fosters a collaborative culture that prioritises professional development, ensuring that team members have ample opportunities to expand their skills and advance their careers.
StudySmarter Expert Advice🤫
We think this is how you could land Client Relationship & Support Specialist — Leeds Dist 5, UK
✨Get to Know the Company Culture
Before jumping into applications, it’s super helpful to understand the vibe at Assetara Limited. Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.
✨Join Customer Support Communities
Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like Assetara Limited before they even post them.
✨Attend Job Fairs or Networking Events
Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!
✨Show Off Your Skills with Customer Interactions
In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!
We think you need these skills to ace Client Relationship & Support Specialist — Leeds Dist 5, UK
Some tips for your application 🫡
Show Off Your Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.
Tailor Your Cover Letter to Assetara Limited:Your cover letter is your chance to shine! Tell us why you want to work at Assetara Limited specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!
Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!
Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at Assetara Limited!
How to prepare for a job interview at Assetara Limited
✨Show Off Your People Skills
In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!
✨Know the Tools of the Trade
Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!
✨Show Genuine Enthusiasm
As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!
✨Practice Common Scenarios
Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.
