Remote Client Success & Support Specialist

Assetara Limited; Torino; Sur place; EUR 32 000 - 46 000; Plein temps

Résumé du poste

Assetara Limited is seeking a Client Relationship & Support Specialist to join our Turin district operations remotely. You will be the primary contact for clients within the Assetara workspace, delivering professional, concierge-level account support and guiding users through the platform.

In this broker-facing role (not a regulated advisor), you will manage client communications, maintain CRM notes, monitor SLA/compliance, escalate issues when needed, and ensure data privacy.

Qualifications

• Strict adherence to operational, security, and compliance guidelines (including mandatory completion of initial training and identity checks).
• Professional remote work discipline, time management, and availability window compliance.
• Absolute commitment to confidentiality, data protection regulations (handling Client Data strictly on documented instructions), and anti-fraud protocols.

Responsabilités

• 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.
• Identify and escalate red flags, complaints, security incidents, or matters outside authorized boundaries according to company compliance rules.

Connaissances

Client communication

CRM administration

Queue & SLA management

Escalation & compliance

Remote work discipline

Outils

Assetara platform

Description du poste

Assetara Limited is seeking a Client Relationship & Support Specialist to join our Turin district operations remotely. You will be the primary contact for clients within the Assetara workspace, delivering professional, concierge-level account support and guiding users through the platform.

In this broker-facing role (not a regulated advisor), you will manage client communications, maintain CRM notes, monitor SLA/compliance, escalate issues when needed, and ensure data privacy.