Remote Client Concierge & Relationship Specialist

Assetara Limited; Milano; Remoto; EUR 42.000 - 64.000; Tempo pieno

Descrizione del lavoro

Assetara Limited seeks a Client Relationship & Support Specialist to join the Milan Dist 3 team remotely via the Assetara platform. You will be the main client contact, delivering concierge-level account assistance, assisting with platform navigation, and maintaining CRM records with strict confidentiality.

Role focuses on client communication, CRM administration, and compliance, not on regulated advisory activities.

Competenze

• Professional client communication and relationship management.
• CRM administration with attention to data quality and privacy.
• Escalation and compliance handling for client issues.
• Strong time management and ability to work remotely within defined windows.

Mansioni

• Provide professional client communication within the Assetara workspace and approved tools.
• Deliver concierge-level support, including scheduled client calls and platform navigation assistance.
• Prioritize unread threads, manage SLA compliance, and perform proactive client outreach.
• Maintain accurate client notes in the CRM with appropriate data handling.
• Identify and escalate red flags or security/compliance issues per company rules.

Conoscenze

Client communication

CRM administration

Escalation & compliance

Time management

Remote work discipline

Descrizione del lavoro

Assetara Limited seeks a Client Relationship & Support Specialist to join the Milan Dist 3 team remotely via the Assetara platform. You will be the main client contact, delivering concierge-level account assistance, assisting with platform navigation, and maintaining CRM records with strict confidentiality.

Role focuses on client communication, CRM administration, and compliance, not on regulated advisory activities.