Remote Client Concierge & Support Specialist

Assetara Limited

Napoli

On-site

EUR 32,000 - 52,000

Full time

14 days+

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Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely via the Assetara platform in Naples, Italy. You will be the primary contact for clients, delivering warm, concierge-level account assistance while strictly following compliance guidelines.

Key duties include professional client communication within official workspaces, CRM administration, SLA management, and timely escalation of issues.

Qualifications

Provide professional, warm client communication within Assetara workspace and approved tools.
Maintain accurate, timely client notes in the CRM, avoiding unnecessary personal data.
Identify red flags, handle escalations, and comply with company rules.

Responsibilities

Provide professional, warm, and concise client communication exclusively within the Assetara workspace and approved tools.
Deliver scheduled client calls, review portfolio context, and assist clients with platform navigation while adhering to compliance limits.
Prioritize unread client threads, manage SLA commitments, and conduct authorized proactive client outreach.
Maintain accurate client notes in the CRM and ensure data is stored securely without unnecessary personal data.
Escalate red flags, complaints, security incidents, or non-compliant matters according to company rules.