Remote Client Concierge & CRM Specialist

Assetara Limited; Eindhoven; On-site; EUR 42,000 - 64,000; Full time

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist to work remotely via the Assetara platform. You will be the primary contact for clients, delivering concierge-level support, guiding platform use, and ensuring secure handling of client data within approved systems.

This role focuses on client communications, CRM administration, and support services, and explicitly does not involve regulated financial advice.

Qualifications

• Strict adherence to operational, security, and compliance guidelines.
• Professional remote work discipline and time management.
• Strict confidentiality and data-protection requirements must be followed.

Responsibilities

• Provide professional client communication exclusively within the Assetara workspace and approved tools.
• Deliver concierge-style support, conduct client calls, and assist with platform navigation.
• Prioritize unread client threads, manage SLA compliance, and perform proactive outreach.
• Maintain accurate client notes in the CRM without unnecessary personal data.
• Identify red flags, complaints, or compliance issues and escalate per policy.

Skills

Client communication

CRM administration

Remote work discipline

Time management

Compliance awareness

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist to work remotely via the Assetara platform. You will be the primary contact for clients, delivering concierge-level support, guiding platform use, and ensuring secure handling of client data within approved systems.

This role focuses on client communications, CRM administration, and support services, and explicitly does not involve regulated financial advice.