Concierge Client Relations & Support Specialist

Assetara Limited; Palermo; On-site; EUR 28,000 - 42,000; Full time

Job summary

Assetara Limited seeks a dedicated Client Relationship & Support Specialist to handle client communications and CRM administration for Palermo Dist 7, Italy. The role focuses on concierge-style support, platform navigation, and strict adherence to compliance guidelines.

You will interact with clients remotely through the Assetara workspace, ensuring professional, time-efficient service while safeguarding data privacy and preventing unauthorized channels.

Qualifications

• Provide professional, warm, and concise communication exclusively within the Assetara workspace and approved tools.
• Maintain accurate client notes in the CRM while protecting personal data.
• Identify and escalate red flags or compliance issues per company rules.

Responsibilities

• Client Communication: Professional, accurate, concise responses within Assetara workspace.
• Concierge Support: Guide clients in platform navigation while following compliance limits.
• Queue & SLA Management: Prioritize threads, monitor SLAs, and perform proactive outreach when appropriate.
• CRM Administration: Keep client notes accurate, complete, and privacy-conscious.
• Escalation & Compliance: Escalate issues per rules and protect client data.

Skills

Client communication

CRM administration

Compliance awareness

Time management

Tools

Assetara platform

Job description

Assetara Limited seeks a dedicated Client Relationship & Support Specialist to handle client communications and CRM administration for Palermo Dist 7, Italy. The role focuses on concierge-style support, platform navigation, and strict adherence to compliance guidelines.

You will interact with clients remotely through the Assetara workspace, ensuring professional, time-efficient service while safeguarding data privacy and preventing unauthorized channels.