Remote Client Relations & Concierge Support Specialist

Assetara Limited; Rotterdam; On-site; EUR 40,000 - 56,000; Full time

Job summary

Assetara Limited in Rotterdam, Netherlands seeks a Client Relationship & Support Specialist to manage client communications and CRM tasks remotely via the Assetara platform.

You will act as a concierge-like contact, guiding clients through the platform, scheduling calls, ensuring SLA adherence, and escalating issues per compliance rules. This role emphasizes confidentiality and strict data handling, with no investment advice.

Qualifications

• Client communication with clients within Assetara workspace.

Responsibilities

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

Skills

Client communication

CRM administration

Concierge support

Queue management

SLA compliance

Job description

Assetara Limited in Rotterdam, Netherlands seeks a Client Relationship & Support Specialist to manage client communications and CRM tasks remotely via the Assetara platform.

You will act as a concierge-like contact, guiding clients through the platform, scheduling calls, ensuring SLA adherence, and escalating issues per compliance rules. This role emphasizes confidentiality and strict data handling, with no investment advice.