Remote Client Concierge & CRM Specialist

Assetara Limited; Milano; On-site; EUR 32,000 - 46,000; Full time

Job summary

Assetara Limited seeks a Client Relationship & Support Specialist to join our Milan Dist 8, Italy team remotely through the Assetara platform. The role focuses on client communication, CRM administration, and concierge-level support, not regulated brokerage.

You will be a key client contact, delivering concierge support, managing client calls, and ensuring SLA compliance. Maintain client notes in the CRM with strict data protection and confidentiality standards.

Qualifications

• 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, and anti-fraud protocols.
• Must never provide personalized investment advice, promise guaranteed returns, handle client funds/private keys, or use unapproved external communication channels.

Responsibilities

• Provide professional, warm, accurate, and concise communication exclusively within the official Assetara workspace and approved tools.
• Deliver scheduled client calls, review portfolio context in advance, and assist clients with platform navigation while adhering to compliance limits.
• Prioritize unread client threads, handle SLA compliance disciplines, and conduct authorized proactive outreach to clients.
• Maintain accurate, timely client notes within the CRM without copying unnecessary personal data.
• Immediately identify and escalate red flags, complaints, security incidents, or matters outside authorized boundaries according to company compliance rules.

Job description

Assetara Limited seeks a Client Relationship & Support Specialist to join our Milan Dist 8, Italy team remotely through the Assetara platform. The role focuses on client communication, CRM administration, and concierge-level support, not regulated brokerage.

You will be a key client contact, delivering concierge support, managing client calls, and ensuring SLA compliance. Maintain client notes in the CRM with strict data protection and confidentiality standards.