Remote Client Concierge & Support Specialist

Assetara Limited; Roma; On-site; EUR 32,000 - 48,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team. This remote role acts as the primary point of contact for clients, delivering concierge-level account assistance within the Assetara workspace.

You will manage client communications, CRM notes, and SLA adherence while following strict compliance and data-protection guidelines. The position emphasizes confidentiality and professional remote work discipline in a Rome, Italy context.

Qualifications

• Strict adherence to operational, security, and compliance guidelines.
• Professional remote work discipline and time management.
• Commitment to confidentiality and data protection.
• Avoidance of unapproved external communication channels and handling of client funds.

Responsibilities

• Client Communication: Provide professional, warm, and concise communication within the Assetara workspace.
• Concierge Support: Conduct scheduled client calls and assist with platform navigation within compliance limits.
• Queue & SLA Management: Prioritize unread threads, maintain SLA disciplines, and perform proactive outreach.
• CRM Administration: Maintain accurate client notes without copying unnecessary personal data.
• Escalation & Compliance: Identify and escalate issues promptly in line with policies.

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team. This remote role acts as the primary point of contact for clients, delivering concierge-level account assistance within the Assetara workspace.

You will manage client communications, CRM notes, and SLA adherence while following strict compliance and data-protection guidelines. The position emphasizes confidentiality and professional remote work discipline in a Rome, Italy context.