Remote Client Relations & Concierge Support Specialist

Assetara Limited; Torino; In loco; EUR 28.000 - 42.000; Tempo pieno

Descrizione del lavoro

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely through the Assetara platform. You will be the key point of contact for our clients, providing professional, warm, and concierge-level account assistance.

In this role, you will focus on client communication, CRM administration, and support services; note that it does not involve acting as a regulated financial broker, investment adviser, or portfolio manager.

Mansioni

• Provide professional, warm, accurate, and concise communication exclusively within the official Assetara workspace and approved tools.
• Deliver scheduled client calls, review portfolio context in advance, and assist clients with platform navigation while strictly adhering to compliance limits.
• Prioritize unread client threads, handle SLA compliance disciplines, and conduct authorized proactive outreach to clients.
• Maintain accurate, timely, and complete client notes within the system without copying unnecessary personal data.
• Immediately identify and escalate red flags, complaints, security incidents, or matters outside authorized boundaries according to company compliance rules.

Descrizione del lavoro

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely through the Assetara platform. You will be the key point of contact for our clients, providing professional, warm, and concierge-level account assistance.

In this role, you will focus on client communication, CRM administration, and support services; note that it does not involve acting as a regulated financial broker, investment adviser, or portfolio manager.