Remote Concierge Support Manager — Client Success

Assetara Limited; Roma; In loco; EUR 40.000 - 55.000; Tempo pieno

Descrizione del lavoro

Assetara Limited is seeking a dedicated Support Manager to join our team remotely through the Assetara platform from Rome.

You will become the primary client liaison, mastering all product features, managing queues, and ensuring concierge-level service while strictly adhering to compliance boundaries.

The role emphasizes accurate CRM notes, careful escalation, and AI-assisted efficiency, with a focus on client satisfaction and data security.

Competenze

• Strict daily operation routines and activity presence tracking.
• Confidentiality and anti-fraud handling of client data.
• Never promise financial results or execute financial operations on behalf of clients.

Mansioni

• Gain deep knowledge of all company products to guide subscribed clients.
• Prioritize work via Broker Dashboard focusing on unread messages, SLA risks.
• Deliver professional, concise communication within the official workspace.
• Maintain strict separation between client-facing messages and internal Private notes.
• Review and fact-check AI-generated draft responses before submission.
• Escalate with clear operational justifications using system tools.

Descrizione del lavoro

Assetara Limited is seeking a dedicated Support Manager to join our team remotely through the Assetara platform from Rome.

You will become the primary client liaison, mastering all product features, managing queues, and ensuring concierge-level service while strictly adhering to compliance boundaries.

The role emphasizes accurate CRM notes, careful escalation, and AI-assisted efficiency, with a focus on client satisfaction and data security.