Remote Client Relations & Concierge Support Specialist

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

Job summary

Assetara Limited in Amsterdam is seeking a Client Relationship & Support Specialist to join remotely via the Assetara platform. You will serve as the main contact for clients, delivering concierge-level account support and CRM administration while maintaining strict compliance.

Responsibilities include client communication, platform guidance, SLA management, and escalation of issues in line with policies. The role requires disciplined remote work, confidentiality, and data-protection compliance.

Qualifications

• Strict adherence to operational, security, and compliance guidelines.
• Professional remote work discipline, time management, and availability window compliance.
• Absolute commitment to confidentiality and data protection regulations.
• Anti-fraud protocols.

Responsibilities

• Provide professional, warm, accurate, and concise client communication within the Assetara workspace and approved tools.
• Deliver concierge-level client calls, review portfolio context, and assist clients with platform navigation while adhering to compliance limits.
• Prioritize unread client threads, manage SLA compliance, and conduct authorized proactive outreach to clients.
• Maintain accurate client notes in the CRM without copying unnecessary personal data.
• Identify and escalate red flags, complaints, security incidents, or matters outside authorized boundaries according to company compliance rules.

Job description

Assetara Limited in Amsterdam is seeking a Client Relationship & Support Specialist to join remotely via the Assetara platform. You will serve as the main contact for clients, delivering concierge-level account support and CRM administration while maintaining strict compliance.

Responsibilities include client communication, platform guidance, SLA management, and escalation of issues in line with policies. The role requires disciplined remote work, confidentiality, and data-protection compliance.