Remote Client Concierge & CRM Specialist — Turin

Assetara Limited; Torino; In loco; EUR 42.000 - 60.000; Tempo pieno

Descrizione del lavoro

Assetara Limited seeks a Client Relationship & Support Specialist to handle client communications and CRM administration remotely via the Assetara platform. You will act as a primary contact for clients, ensuring concierge-level support while maintaining strict compliance.

Key duties include managing client calls, assisting with platform navigation, and escalating issues per policy. The role emphasizes confidentiality and anti-fraud measures, without providing financial advice.

Mansioni

• Provide professional, warm, accurate, and concise communication exclusively within the official Assetara workspace and approved tools.
• Deliver scheduled client calls, review portfolio context in advance, and assist clients with platform navigation while strictly adhering to compliance limits.
• Prioritize unread client threads, handle SLA compliance disciplines, and conduct authorized proactive outreach to clients.
• Maintain accurate, timely, and complete client notes within the system without copying unnecessary personal data.
• Immediately identify and elevate red flags, complaints, security incidents, or matters outside authorized boundaries according to company compliance rules.

Descrizione del lavoro

Assetara Limited seeks a Client Relationship & Support Specialist to handle client communications and CRM administration remotely via the Assetara platform. You will act as a primary contact for clients, ensuring concierge-level support while maintaining strict compliance.

Key duties include managing client calls, assisting with platform navigation, and escalating issues per policy. The role emphasizes confidentiality and anti-fraud measures, without providing financial advice.