Remote Client Concierge & CRM Specialist

Assetara Limited; Eindhoven; On-site; EUR 45,000 - 60,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist for remote work from Eindhoven. You will be the primary contact for clients, delivering concierge-level account assistance within the Assetara workspace and approved tools.

In this role, you will manage client communications, perform CRM updates, schedule calls, and help users navigate the platform while strictly following compliance and data-protection guidelines to prevent security incidents or misuse.

Qualifications

• Strict adherence to operational, security, and compliance guidelines.
• Professional remote work discipline, time management, and availability window compliance.
• Absolute commitment to confidentiality, data protection regulations, and anti-fraud protocols.
• Identity checks completed during onboarding.
• Must never provide personalized investment advice, promise guaranteed returns, handle client funds/private keys, or use unapproved external communication channels.

Responsibilities

• 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 CRM without copying unnecessary personal data.
• Identify and escalate red flags, complaints, security incidents, or matters outside authorized boundaries according to company compliance rules.

Skills

Client communication

CRM administration

Concierge support

Compliance awareness

Remote work discipline

Time management

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist for remote work from Eindhoven. You will be the primary contact for clients, delivering concierge-level account assistance within the Assetara workspace and approved tools.

In this role, you will manage client communications, perform CRM updates, schedule calls, and help users navigate the platform while strictly following compliance and data-protection guidelines to prevent security incidents or misuse.