Remote Client Concierge & Support Specialist

Assetara Limited; Palermo; In loco; EUR 32.000 - 46.000; Tempo pieno

Descrizione del lavoro

Assetara Limited seeks a dedicated Client Relationship & Support Specialist to join our Palermo-based operations, working remotely through the Assetara platform. You will be the primary client contact, delivering concierge-level account assistance and maintaining accurate CRM notes while upholding strict privacy and security standards.

In this role, you will conduct scheduled client calls, assist with platform navigation, manage queues and SLA adherence, and escalate issues per compliance rules.

Competenze

• Professional remote work discipline and time management.
• Ability to maintain client confidentiality and data protection.
• Comfort adhering to strict compliance guidelines and security rules.
• Avoidance of unapproved external communication channels and prohibited actions.

Mansioni

• Client Communication: Provide professional, warm, accurate communication within Assetara workspace and approved tools.
• Concierge Support: Conduct scheduled client calls and assist with platform navigation while complying with limits.
• Queue & SLA Management: Prioritize unread threads, ensure SLA compliance, and perform proactive client outreach.
• CRM Administration: Maintain accurate client notes in the system, avoiding unnecessary personal data.
• Escalation & Compliance: Identify red flags and escalate issues per company compliance rules.

Conoscenze

Client communication

CRM administration

Compliance awareness

Time management

Remote work discipline

Descrizione del lavoro

Assetara Limited seeks a dedicated Client Relationship & Support Specialist to join our Palermo-based operations, working remotely through the Assetara platform. You will be the primary client contact, delivering concierge-level account assistance and maintaining accurate CRM notes while upholding strict privacy and security standards.

In this role, you will conduct scheduled client calls, assist with platform navigation, manage queues and SLA adherence, and escalate issues per compliance rules.