Remote Client Concierge & CRM Specialist

Assetara Limited; Palermo; On-site; EUR 30,000 - 45,000; Full time

Job summary

Assetara Limited in Palermo, Italy, seeks a Client Relationship & Support Specialist to engage clients, provide concierge-style service, and manage communications within the Assetara workspace. The role focuses on client communication, CRM administration, and support services, not regulated brokerage.

The position requires disciplined remote work, strict confidentiality, and compliance with data protection and anti-fraud protocols.

Qualifications

• Strict adherence to operational, security, and compliance guidelines.
• Professional remote work discipline, time management, and availability.
• Commitment to confidentiality and data protection regulations.
• No personalized investment advice or handling client funds.

Responsibilities

• Provide professional, warm, and concise client communication within the Assetara workspace and approved tools.
• Deliver scheduled client calls, review portfolio context, and assist with platform navigation.
• Prioritize unread client threads, manage SLA compliance, and conduct proactive outreach.
• Maintain accurate client notes within the CRM without copying personal data.
• Identify and escalate red flags, complaints, or compliance issues per rules.

Skills

Communication

CRM administration

Time management

Confidentiality

Tools

CRM software

Job description

Assetara Limited in Palermo, Italy, seeks a Client Relationship & Support Specialist to engage clients, provide concierge-style service, and manage communications within the Assetara workspace. The role focuses on client communication, CRM administration, and support services, not regulated brokerage.

The position requires disciplined remote work, strict confidentiality, and compliance with data protection and anti-fraud protocols.