Remote Client Concierge & Support Specialist, Amsterdam

Assetara Limited; Amsterdam; On-site; EUR 40,000 - 64,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to work remotely via the Assetara platform. You will be the primary contact for clients, offering concierge-level assistance, guiding them through the platform, and ensuring secure handling of client data.

The role emphasizes compliance, confidentiality, and professional communication. In this position, you will manage client inquiries, schedule calls, review portfolio context as needed, and escalate issues

Qualifications

• Strong client communication and professional remote interaction.
• Experience with CRM systems and client data handling.
• Ability to manage SLAs, deadlines, and proactive outreach.

Responsibilities

• Provide professional client communication within Assetara workspace and approved tools.
• Deliver concierge support, schedule client calls, and assist with platform navigation.
• Prioritize unread client threads and ensure SLA compliance.
• Maintain accurate client notes in the CRM without exposing personal data.
• Identify red flags, complaints, or security incidents and escalate per compliance rules.

Skills

Client communication

CRM administration

SLA management

Remote work discipline

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to work remotely via the Assetara platform. You will be the primary contact for clients, offering concierge-level assistance, guiding them through the platform, and ensuring secure handling of client data.

The role emphasizes compliance, confidentiality, and professional communication. In this position, you will manage client inquiries, schedule calls, review portfolio context as needed, and escalate issues