Remote Client Concierge & Support Specialist (Milan)

Assetara Limited; Milano; In loco; EUR 36.000 - 48.000; Tempo pieno

Descrizione del lavoro

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely, serving as the main contact for clients within the Assetara workspace. The role focuses on client communication, CRM administration, and concierge-level support, without performing regulated financial brokerage.

You will conduct scheduled calls, review portfolio context, guide clients through the platform, and ensure compliance with strict data protection and anti-fraud rules while

Competenze

• Client communication within the official Assetara workspace and approved tools.
• CRM administration and accurate client notes.
• Strict adherence to confidentiality and data protection guidelines.
• Remote work discipline and time management.

Mansioni

• Provide professional, warm client communication.
• Deliver concierge support and scheduled client calls.
• Review portfolio context and assist platform navigation.
• Manage client threads, SLA compliance, and proactive outreach.
• Escalate red flags and adhere to compliance rules.

Conoscenze

Client communication

CRM administration

Remote work discipline

Time management

Compliance awareness

Strumenti

CRM software

Descrizione del lavoro

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely, serving as the main contact for clients within the Assetara workspace. The role focuses on client communication, CRM administration, and concierge-level support, without performing regulated financial brokerage.

You will conduct scheduled calls, review portfolio context, guide clients through the platform, and ensure compliance with strict data protection and anti-fraud rules while