Remote Client Concierge & CRM Support Specialist

Assetara Limited; Palermo; Remote; EUR 35.000 - 52.000; Vollzeit

Zusammenfassung

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist (Remote, Palermo Dist 4, Italy). You will be the key contact for clients, handling CRM records, and providing concierge-level platform support, while strictly adhering to compliance rules.

Role focuses on client communication, CRM administration, and support services; not investment advice or brokerage. Remote work requires disciplined time management and confidentiality across all client data.

Qualifikationen

• Must adhere to strict operational, security and compliance guidelines.
• Remote work discipline and time window compliance required.
• Confidentiality and data protection responsibilities essential.

Aufgaben

• Provide professional client communication within Assetara workspace and approved tools.
• Deliver concierge-style support including scheduled client calls and platform navigation assistance.
• Manage client threads and SLA compliance; perform proactive outreach as needed.
• Maintain accurate client notes in the CRM with privacy in mind.
• Escalate red flags or compliance issues per company rules.

Kenntnisse

Client communication

CRM administration

Compliance awareness

Time management

Jobbeschreibung

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist (Remote, Palermo Dist 4, Italy). You will be the key contact for clients, handling CRM records, and providing concierge-level platform support, while strictly adhering to compliance rules.

Role focuses on client communication, CRM administration, and support services; not investment advice or brokerage. Remote work requires disciplined time management and confidentiality across all client data.