Remote Client Concierge & CRM Specialist

Assetara Limited; Roma; Remote; EUR 32,000 - 46,000; Full time

Job summary

Assetara Limited in Rome Dist 6, Italy is seeking a Client Relationship & Support Specialist for our remote team. You will serve as a primary contact for clients, provide concierge-level account assistance, and ensure smooth platform navigation within approved channels.

The role emphasizes strict adherence to confidentiality, data protection, and anti-fraud controls, with a focus on CRM accuracy and compliant client interactions.

Qualifications

• Experience handling client communications in a professional, remote environment.
• Ability to maintain accurate client notes and use CRM tools effectively.
• Comfort with adhering to security, compliance, and data protection rules.

Responsibilities

• Provide professional, warm communication within Assetara workspace and approved tools.
• Deliver concierge-style client support and platform navigation assistance.
• Prioritize unread threads, manage SLA discipline, and perform proactive outreach.
• Maintain accurate client notes in the CRM without exposing personal data.
• Identify red flags or compliance issues and escalate per rules.

Skills

Client communication

CRM administration

Remote work discipline

Compliance awareness

Tools

CRM platform

Job description

Assetara Limited in Rome Dist 6, Italy is seeking a Client Relationship & Support Specialist for our remote team. You will serve as a primary contact for clients, provide concierge-level account assistance, and ensure smooth platform navigation within approved channels.

The role emphasizes strict adherence to confidentiality, data protection, and anti-fraud controls, with a focus on CRM accuracy and compliant client interactions.