Remote Client Concierge & Support Specialist

Assetara Limited; Rotterdam; On-site; EUR 30,000 - 46,000; Full time

Job summary

Assetara Limited in Rotterdam is seeking a Client Relationship & Support Specialist to be the primary contact for clients, delivering concierge-level account assistance, CRM administration, and clear platform guidance from the Assetara workspace.

This remote role emphasizes compliance, data confidentiality, and proactive client care, with strict prohibitions on investment advice or handling funds, ensuring strict adherence to security and anti-fraud rules.

Qualifications

• Strict adherence to operational, security, and compliance guidelines (including mandatory completion of initial training and identity checks).
• Professional remote work discipline, time management, and availability window compliance.
• Absolute commitment to confidentiality, data protection regulations (handling Client Data strictly on documented instructions), and anti-fraud protocols.

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, and complete 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 in Rotterdam is seeking a Client Relationship & Support Specialist to be the primary contact for clients, delivering concierge-level account assistance, CRM administration, and clear platform guidance from the Assetara workspace.

This remote role emphasizes compliance, data confidentiality, and proactive client care, with strict prohibitions on investment advice or handling funds, ensuring strict adherence to security and anti-fraud rules.