Remote Client Concierge & Support Specialist

Assetara Limited; Napoli; In loco; EUR 28.000 - 36.000; Tempo pieno

Descrizione del lavoro

Assetara Limited seeks a Client Relationship & Support Specialist to engage clients via the Assetara workspace, offering concierge-level assistance and platform navigation help from Naples District 4, Italy. You will work remotely, focusing on client communication and CRM administration within strict compliance.

The role emphasizes confidentiality, data protection, and escalation of non-conforming issues, with no investment advice.

Competenze

• Experience in client-facing roles.
• Familiarity with CRM systems and data handling.
• Ability to maintain strict confidentiality and comply with security policies.

Mansioni

• Communicate professionally with clients within Assetara workspace and approved tools.
• Provide concierge-style support and platform navigation assistance to clients.
• Manage client communications queue and SLA adherence.
• Maintain accurate client notes in the CRM without exposing sensitive data.
• Identify and escalate red flags or compliance issues per company rules.

Conoscenze

Client Communication

CRM Administration

Escalation & Compliance

Remote Collaboration

Strumenti

CRM Software

Descrizione del lavoro

Assetara Limited seeks a Client Relationship & Support Specialist to engage clients via the Assetara workspace, offering concierge-level assistance and platform navigation help from Naples District 4, Italy. You will work remotely, focusing on client communication and CRM administration within strict compliance.

The role emphasizes confidentiality, data protection, and escalation of non-conforming issues, with no investment advice.