Remote Client Concierge & Support Specialist

Assetara Limited; Eindhoven; On-site; EUR 38,000 - 54,000; Full time

Job summary

Assetara Limited seeks a Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will be a key contact for clients, providing warm, concierge-level account assistance and guiding platform usage while adhering to compliance rules.

The role focuses on client communication, CRM notes, and proactive outreach within approved tools, with strict confidentiality and data protection requirements.

Qualifications

• Proven experience in client support or relationship management.
• Strong communication and problem-solving skills.
• Experience with CRM platforms and client data handling.

Responsibilities

• Client Communication: Provide professional, warm, accurate, and concise communication exclusively within the official Assetara workspace and approved tools.
• Concierge Support: Deliver scheduled client calls, review portfolio context in advance, and assist clients with platform navigation while strictly adhering to compliance limits.
• Queue & SLA Management: Prioritize unread client threads, handle SLA compliance disciplines, and conduct authorized proactive outreach to clients.
• CRM Administration: Maintain accurate, timely client notes within the system without copying unnecessary personal data.
• Escalation & Compliance: Immediately identify and elevate red flags, complaints, security incidents, or matters outside authorized boundaries according to company compliance rules.

Job description

Assetara Limited seeks a Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will be a key contact for clients, providing warm, concierge-level account assistance and guiding platform usage while adhering to compliance rules.

The role focuses on client communication, CRM notes, and proactive outreach within approved tools, with strict confidentiality and data protection requirements.