Remote Client Concierge & CRM Specialist

Assetara Limited; Eindhoven; On-site; EUR 35,000 - 48,000; Full time

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist to join the team remotely from Eindhoven District 4, Netherlands. You will be the primary point of contact for clients, delivering concierge-level account support within the Assetara workspace and approved tools.

This role focuses on client communication, CRM administration, SLA-enabled support, and escalation of issues in line with strict compliance rules; you will avoid providing investment advice or handling client funds.

Responsibilities

• Provide professional, warm, and concise client communication within the Assetara workspace and approved tools.
• Deliver scheduled client calls, review portfolio context, and assist clients with platform navigation while adhering to compliance limits.
• Prioritize unread client threads, manage SLA compliance, and conduct authorized proactive outreach to clients.
• Maintain accurate client notes within CRM, avoiding unnecessary personal data.

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist to join the team remotely from Eindhoven District 4, Netherlands. You will be the primary point of contact for clients, delivering concierge-level account support within the Assetara workspace and approved tools.

This role focuses on client communication, CRM administration, SLA-enabled support, and escalation of issues in line with strict compliance rules; you will avoid providing investment advice or handling client funds.