Remote Client Relations & Concierge Support Specialist

Assetara Limited; Roma; On-site; EUR 40,000 - 55,000; Full time

Job summary

Assetara Limited in Rome seeks a Client Relationship & Support Specialist to be the primary contact for clients on the Assetara platform, delivering concierge-level account support and careful CRM administration. This remote role focuses on professional client communication, proactive platform guidance, SLA management, and strict adherence to data protection, confidentiality, and anti-fraud rules.

You will collaborate with internal teams to resolve issues and maintain accurate client records

Qualifications

• Strict adherence to operational, security, and compliance guidelines.
• Professional remote work discipline, time management, and availability window compliance.
• Confidentiality and data protection in handling client data.
• Anti-fraud protocols must be followed.
• Must never provide personalized investment advice or handle client funds.

Responsibilities

• Provide professional, warm, and concise client communication within Assetara workspace.
• Deliver scheduled client calls and assist with platform navigation while respecting compliance limits.
• Prioritize unread client threads and manage SLA compliance.
• Maintain accurate client notes in CRM without sensitive personal data.
• Identify and escalate red flags, complaints, or security incidents per compliance rules.

Job description

Assetara Limited in Rome seeks a Client Relationship & Support Specialist to be the primary contact for clients on the Assetara platform, delivering concierge-level account support and careful CRM administration. This remote role focuses on professional client communication, proactive platform guidance, SLA management, and strict adherence to data protection, confidentiality, and anti-fraud rules.

You will collaborate with internal teams to resolve issues and maintain accurate client records