Remote Client Concierge and Support Specialist

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

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist for remote work from Milan Dist 7, Italy. The role centers on delivering concierge-level client support, maintaining accurate CRM notes, and ensuring communications stay within approved channels.

You will handle client calls, navigate platform features, monitor queues, and escalate issues per compliance rules. This is a non-investment advisory, client-focused position requiring strict data protection and anti-fraud discipline.

Qualifications

• Strong communication skills and client-focused approach.
• Experience with CRM systems and data privacy considerations.
• Ability to follow compliance rules and handle sensitive information.

Responsibilities

• Communicate with clients professionally within Assetara workspaces.
• Provide concierge-style support and assist with platform navigation.
• Manage client threads and SLA-related tasks, prioritizing unread messages.

Skills

Client communication

CRM administration

Compliance awareness

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist for remote work from Milan Dist 7, Italy. The role centers on delivering concierge-level client support, maintaining accurate CRM notes, and ensuring communications stay within approved channels.

You will handle client calls, navigate platform features, monitor queues, and escalate issues per compliance rules. This is a non-investment advisory, client-focused position requiring strict data protection and anti-fraud discipline.