Remote Client Concierge & Support Specialist

Assetara Limited; Utrecht; On-site; EUR 42,000 - 66,000; Full time

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist to join our team remotely via the Assetara platform, based in Utrecht Dist 2, Netherlands.

You will be the primary contact for clients, delivering concierge-style account support, CRM administration, and compliant communications within official channels. The role emphasizes confidentiality, data protection, and strict adherence to security guidelines while avoiding investment advice or handling funds.

Qualifications

• Adhere to security and compliance guidelines; complete initial training and identity checks.
• Demonstrate professional remote work discipline and time management.
• Maintain confidentiality and comply with data protection regulations.
• Do not provide personalized investment advice or handle client funds.

Responsibilities

• Provide professional, warm, accurate, and concise communication within Assetara workspace.
• Deliver scheduled client calls, review portfolio context, and assist platform navigation.
• Prioritize unread client threads, manage SLA compliance, and conduct proactive outreach.
• Maintain accurate client notes in CRM without copying unnecessary personal data.
• Identify red flags, escalate complaints and incidents per compliance rules.

Skills

Client communication

CRM administration

Time management

Data protection

Confidentiality

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist to join our team remotely via the Assetara platform, based in Utrecht Dist 2, Netherlands.

You will be the primary contact for clients, delivering concierge-style account support, CRM administration, and compliant communications within official channels. The role emphasizes confidentiality, data protection, and strict adherence to security guidelines while avoiding investment advice or handling funds.