Remote Client Concierge & CRM Specialist

Assetara Limited; Roma; On-site; EUR 36,000 - 48,000; Full time

Job summary

Assetara Limited is seeking a remote Client Relationship & Support Specialist to act as the primary contact for clients on the Assetara platform from Rome Dist 7, Italy. The role focuses on client communication, CRM administration, and support services, without regulated broker duties.

Responsibilities include delivering concierge-level support, conducting client calls, and ensuring compliance with security and anti-fraud protocols while maintaining strict data protection practices.

Qualifications

• Strong client communication skills and concise professional written communication.
• Experience with maintaining accurate client records in a CRM system.
• Ability to work remotely with time-management discipline and compliance awareness.
• Proven ability to escalate issues promptly and adhere to security rules.

Responsibilities

• Client Communication: Provide professional, warm, accurate, and concise communication within Assetara workspace and approved tools.
• Concierge Support: Conduct scheduled client calls, review portfolio context, and assist platform navigation within compliance limits.
• Queue & SLA Management: Prioritize unread threads, ensure SLA adherence, and perform proactive client outreach.
• CRM Administration: Maintain accurate client notes in the system, avoiding unnecessary personal data.
• Escalation & Compliance: Identify red flags and escalate issues following company compliance rules.

Skills

Client communication

CRM administration

Remote work discipline

Compliance awareness

Tools

CRM software

Job description

Assetara Limited is seeking a remote Client Relationship & Support Specialist to act as the primary contact for clients on the Assetara platform from Rome Dist 7, Italy. The role focuses on client communication, CRM administration, and support services, without regulated broker duties.

Responsibilities include delivering concierge-level support, conducting client calls, and ensuring compliance with security and anti-fraud protocols while maintaining strict data protection practices.