Remote Client Concierge & CRM Specialist

Assetara Limited; Torino; Vor Ort; EUR 35.000 - 48.000; Vollzeit

Zusammenfassung

Assetara Limited seeks a Client Relationship & Support Specialist to engage clients remotely via the Assetara platform. You will be a key contact, providing concierge-level support, guiding users through the platform, and maintaining accurate client records.

The role focuses on client communication, CRM administration, and compliance, with strict data protection and anti-fraud protocols. You will work from a remote setup and coordinate with the BROKER department to ensure seamless service.

Qualifikationen

• Adhere to operational, security and compliance guidelines including initial training and identity checks.
• Maintain professional remote work discipline, time management and adherence to availability windows.
• Protect client confidentiality and data according to documented instructions and anti-fraud measures.

Aufgaben

• Provide professional, warm communication within Assetara workspace and approved tools.
• Deliver concierge-level client support, including scheduled calls and platform navigation assistance.
• Prioritize unread client threads, ensure SLA compliance, and conduct proactive client outreach.
• Maintain accurate client notes in CRM without exposing unnecessary personal data.
• Identify and escalate red flags, complaints or security incidents following compliance rules.

Kenntnisse

Client communication

CRM administration

Compliance awareness

Remote work discipline

Tools

CRM software

Compliance tooling

Jobbeschreibung

Assetara Limited seeks a Client Relationship & Support Specialist to engage clients remotely via the Assetara platform. You will be a key contact, providing concierge-level support, guiding users through the platform, and maintaining accurate client records.

The role focuses on client communication, CRM administration, and compliance, with strict data protection and anti-fraud protocols. You will work from a remote setup and coordinate with the BROKER department to ensure seamless service.