Remote Concierge Client Relations & Support Specialist

Assetara Limited; Milano; On-site; EUR 42,000 - 62,000; Full time

Job summary

Assetara Limited in Milan Dist 5, Italy remotely via the Assetara platform invites you to join as a Client Relationship & Support Specialist. You will be the primary contact for clients, providing warm, concierge-level account assistance and navigating the Assetara workspace.

In this non-broker role, you will focus on client communication, CRM administration, and proactive support while following strict compliance rules.

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).
• Strict Prohibitions: Must never provide personalized investment advice, promise guaranteed returns, handle client funds/private keys, or use unapproved external communication channels.

Responsibilities

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

Job description

Assetara Limited in Milan Dist 5, Italy remotely via the Assetara platform invites you to join as a Client Relationship & Support Specialist. You will be the primary contact for clients, providing warm, concierge-level account assistance and navigating the Assetara workspace.

In this non-broker role, you will focus on client communication, CRM administration, and proactive support while following strict compliance rules.