Remote Client Concierge & CRM Specialist

Assetara Limited; Napoli; On-site; EUR 32,000 - 52,000; Full time

Benefits offered by this job

Remote work

Job summary

Assetara Limited seeks a Client Relationship & Support Specialist to join our Naples District 7 team remotely. You will be the primary contact for clients, delivering concierge-level account assistance and platform navigation support within the Assetara workspace.

Responsibilities include client communication, SLA management, CRM administration, and compliant escalation. The role emphasizes discretion, data protection, and adherence to security guidelines while avoiding advisory activities.

Qualifications

• Follow security, compliance and identity-check requirements.
• Maintain professional remote-work discipline and time-management.
• Protect client confidentiality and data according to instructions.
• Do not provide investment advice or handle client funds.

Responsibilities

• Provide professional client communication within Assetara workspace.
• Deliver scheduled client calls and assist with platform navigation.
• Prioritize unread client threads and manage SLA compliance.
• Maintain accurate client notes in the CRM without exposing personal data.
• Identify and escalate red flags or incidents per compliance rules.

Skills

Client communication

CRM administration

Time management

Compliance awareness

Tools

Assetara platform

Job description

Assetara Limited seeks a Client Relationship & Support Specialist to join our Naples District 7 team remotely. You will be the primary contact for clients, delivering concierge-level account assistance and platform navigation support within the Assetara workspace.

Responsibilities include client communication, SLA management, CRM administration, and compliant escalation. The role emphasizes discretion, data protection, and adherence to security guidelines while avoiding advisory activities.