Remote Client Concierge & CRM Specialist

Assetara Limited; Napoli; In loco; EUR 30.000 - 42.000; Tempo pieno

Descrizione del lavoro

Assetara Limited in Italy is seeking a dedicated Client Relationship & Support Specialist to serve as the primary contact for clients within the Assetara workspace. The role focuses on exceptional communication, CRM administration, and concierge-style support, with remote work through the Assetara platform.

You will handle client inquiries, review portfolio context, manage queues, escalate issues per compliance rules, and protect data integrity.

Competenze

• Professional remote work discipline and time management
• Confidentiality and data protection are mandatory
• Compliance training and identity checks are required
• No personalized investment advice or handling client funds

Mansioni

• Provide professional, warm, concise communication within the Assetara workspace
• Deliver scheduled client calls and assist with platform navigation
• Prioritize unread client threads and maintain SLA compliance
• Maintain accurate client notes in the CRM without exposing personal data
• Escalate red flags or compliance issues per rules

Conoscenze

Client communication

CRM administration

Concierge support

Escalation & compliance

Descrizione del lavoro

Assetara Limited in Italy is seeking a dedicated Client Relationship & Support Specialist to serve as the primary contact for clients within the Assetara workspace. The role focuses on exceptional communication, CRM administration, and concierge-style support, with remote work through the Assetara platform.

You will handle client inquiries, review portfolio context, manage queues, escalate issues per compliance rules, and protect data integrity.