Remote Client Experience & CRM Specialist

Assetara Limited; Palermo; On-site; EUR 26,000 - 38,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our Palermo team. This role centers on client communication within the Assetara workspace, CRM administration, and concierge-level support.

You will act as the primary contact for clients, coordinating calls, reviewing portfolio context, and guiding platform navigation while following strict security and data protection rules.

Qualifications

• Strict adherence to operational, security, and compliance guidelines.
• Professional remote work discipline, time management, and availability window compliance.
• Absolute commitment to confidentiality, data protection regulations, and anti-fraud protocols.

Responsibilities

• Provide professional, warm, and concise client communication within the Assetara workspace and approved tools.
• Deliver scheduled client calls and assist with platform navigation while adhering to compliance limits.
• Prioritize unread client threads, manage SLA compliance, and conduct authorized proactive client outreach.
• Maintain accurate client notes in the CRM without sharing unnecessary personal data.
• Identify and escalate red flags or compliance issues according to company rules.

Skills

Client communication

CRM administration

Time management

Compliance awareness

Remote work discipline

Data confidentiality

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our Palermo team. This role centers on client communication within the Assetara workspace, CRM administration, and concierge-level support.

You will act as the primary contact for clients, coordinating calls, reviewing portfolio context, and guiding platform navigation while following strict security and data protection rules.