Remote Client Relationship & Support Specialist

Assetara Limited; Napoli; In loco; EUR 28.000 - 38.000; Tempo pieno

Descrizione del lavoro

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our Naples-based operations remotely via the Assetara platform. You will be a key contact for clients, offering concierge-level account support, platform navigation assistance, and compliant communications within the official workspace.

The role emphasizes CRM administration, strict adherence to security and privacy guidelines, and proactive client engagement while avoiding any investment advice or handling

Competenze

• Must follow strict security, compliance, and identity checks.
• Remote work discipline and reliable time management are required.
• Confidentiality and data protection must be observed.
• No personalized investment advice or handling client funds.

Mansioni

• Provide professional, concise client communication inside Assetara workspace.
• Deliver concierge-level support and guide platform navigation for clients.
• Prioritize unread threads, manage SLA compliance, and perform proactive outreach.
• Maintain accurate client notes in the CRM without exposing personal data.
• Identify and escalate compliance issues and red flags when needed.

Conoscenze

Client communication

CRM administration

Time management

Descrizione del lavoro

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our Naples-based operations remotely via the Assetara platform. You will be a key contact for clients, offering concierge-level account support, platform navigation assistance, and compliant communications within the official workspace.

The role emphasizes CRM administration, strict adherence to security and privacy guidelines, and proactive client engagement while avoiding any investment advice or handling