Remote Client Concierge & CRM Specialist

Assetara Limited; Eindhoven; On-site; EUR 40,000 - 65,000; Full time

Job summary

Assetara Limited seeks a dedicated Client Relationship & Support Specialist to join our remote team. You will be the primary contact for clients, providing professional communication, concierge-level account assistance, and CRM administration within the Assetara workspace.

Responsibilities include client calls, platform navigation support, and ensuring strict compliance with data protection and anti-fraud protocols. This role emphasizes client experience and secure handling of information.

Qualifications

• Professional remote work discipline and availability window compliance.
• Strict adherence to operational, security, and compliance guidelines.
• Confidential handling of client data and anti-fraud protocols.

Responsibilities

• Provide professional, warm, and concierge-level client communication within the Assetara workspace.
• Deliver scheduled client calls and assist clients with platform navigation while adhering to compliance limits.
• Prioritize unread client threads, manage SLA compliance, and conduct authorized proactive outreach.
• Maintain accurate client notes in the CRM without copying personal data.
• Identify and escalate red flags, complaints, or security incidents per company rules.

Skills

Client communication

CRM administration

Remote work discipline

Time management

Compliance awareness

Tools

Assetara platform

CRM software

Job description

Assetara Limited seeks a dedicated Client Relationship & Support Specialist to join our remote team. You will be the primary contact for clients, providing professional communication, concierge-level account assistance, and CRM administration within the Assetara workspace.

Responsibilities include client calls, platform navigation support, and ensuring strict compliance with data protection and anti-fraud protocols. This role emphasizes client experience and secure handling of information.