Remote Client Concierge & CRM Specialist

Assetara Limited; Utrecht; On-site; EUR 40,000 - 60,000; Full time

Job summary

Assetara Limited in Utrecht, Netherlands, is seeking a Client Relationship & Support Specialist to join the team remotely via the Assetara platform. You will be the primary point of contact for clients, delivering concierge-level account assistance while staying within compliance rules.

This role focuses on client communication, CRM administration, and proactive support, including calls, platform navigation, and timely escalation of issues, without providing investment advice.

Qualifications

• Strict adherence to operational, security and compliance guidelines.
• Professional remote work discipline, time management and availability window compliance.
• Confidential handling of client data and anti-fraud protocols.
• No personalized investment advice, no handling of client funds or private keys.

Responsibilities

• Provide professional, warm client communication exclusively within the Assetara workspace.
• Deliver concierge-style support, schedule client calls, review portfolio context, and assist with platform navigation.
• Prioritize unread client threads, manage SLA compliance, and perform proactive outreach.
• Maintain accurate client notes in the CRM, avoiding unnecessary personal data.
• Identify and escalate red flags or incidents per company compliance rules.

Job description

Assetara Limited in Utrecht, Netherlands, is seeking a Client Relationship & Support Specialist to join the team remotely via the Assetara platform. You will be the primary point of contact for clients, delivering concierge-level account assistance while staying within compliance rules.

This role focuses on client communication, CRM administration, and proactive support, including calls, platform navigation, and timely escalation of issues, without providing investment advice.