Remote Client Care & CRM Specialist – Utrecht

Assetara Limited; Utrecht; On-site; EUR 42,000 - 54,000; Full time

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist to join the Utrecht-based team remotely via the Assetara platform. You will serve as the main contact for clients, delivering concierge-level account assistance and ensuring secure, compliant interactions within the Assetara workspace.

Role focuses on client communication, CRM administration, and support services, not on regulated brokerage or investment advice.

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, and anti-fraud protocols.

Responsibilities

• Provide professional, warm, and concierge-level client communication within Assetara workspace and approved tools.
• Deliver scheduled client calls, review portfolio context, and assist clients with platform navigation.
• Prioritize unread client threads, manage SLA compliance, and outreach to clients within allowed boundaries.
• Maintain accurate client notes in the CRM without copying personal data.
• Identify red flags, complaints, security incidents, or matters outside authorized boundaries and escalate per compliance rules.

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist to join the Utrecht-based team remotely via the Assetara platform. You will serve as the main contact for clients, delivering concierge-level account assistance and ensuring secure, compliant interactions within the Assetara workspace.

Role focuses on client communication, CRM administration, and support services, not on regulated brokerage or investment advice.