Remote Client Relations & Support Specialist

Assetara Limited; Napoli; In loco; EUR 25.000 - 40.000; Tempo pieno

Descrizione del lavoro

Assetara Limited is hiring a Client Relationship & Support Specialist for Naples District 3, Italy. This remote role focuses on delivering concierge-level client support, handling CRM records, and guiding clients within the Assetara workspace while strictly following compliance gaps.

You will manage client communications, schedule calls, review portfolio context, and assist users with platform navigation—eschewing investment advice or handling funds, in line with regulatory guidelines.

Competenze

• Must adhere to operational, security, and compliance guidelines.
• Remote work discipline and time management required.
• Strict confidentiality and data protection standards.

Mansioni

• Provide professional client communication within Assetara workspace.
• Deliver concierge-level support and platform navigation assistance.
• Manage queues, SLAs, and proactive client outreach.
• Maintain accurate client notes and CRM records.
• Escalate red flags or compliance issues per rules.

Conoscenze

Client communication

CRM administration

Compliance awareness

Remote work discipline

Descrizione del lavoro

Assetara Limited is hiring a Client Relationship & Support Specialist for Naples District 3, Italy. This remote role focuses on delivering concierge-level client support, handling CRM records, and guiding clients within the Assetara workspace while strictly following compliance gaps.

You will manage client communications, schedule calls, review portfolio context, and assist users with platform navigation—eschewing investment advice or handling funds, in line with regulatory guidelines.