Remote Client Success & Concierge Support Specialist

Assetara Limited; Milano; On-site; EUR 32,000 - 52,000; Full time

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist for Milan District 6, Italy, operating remotely via the Assetara platform. You will be the primary client contact, delivering concierge-style account assistance and CRM administration while maintaining strict compliance standards.

The role emphasizes professional remote work discipline, data protection, and adherence to anti-fraud protocols.

Qualifications

• Compliance with security and operational guidelines.
• Professional remote-work discipline and time management.
• Confidential handling of client data and anti-fraud protocols.
• Do not provide personalized investment advice or handle client funds.

Responsibilities

• Provide professional, warm, concise client communication within Assetara workspace.
• Deliver concierge support, conduct scheduled client calls, and assist platform navigation while complying with limits.
• Manage unread client threads, SLA adherence, and proactive client outreach.
• Maintain accurate client notes in the CRM without exposing personal data.
• Identify and escalate red flags, complaints, or security issues per compliance rules.

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist for Milan District 6, Italy, operating remotely via the Assetara platform. You will be the primary client contact, delivering concierge-style account assistance and CRM administration while maintaining strict compliance standards.

The role emphasizes professional remote work discipline, data protection, and adherence to anti-fraud protocols.