Remote Client Relationship & Concierge Support Specialist

Assetara Limited; Utrecht; On-site; EUR 42,000 - 64,000; Full time

Job summary

Assetara Limited is seeking a remote Client Relationship & Support Specialist to join the team. You will be the primary contact for clients, handling communications, CRM notes, and platform navigation while ensuring compliance and confidentiality.

This role focuses on client communication and support services, with strict adherence to anti-fraud protocols and data protection. Internal operations label this function as a Broker, but no regulated advisory duties are involved.

Qualifications

• Adherence to operational, security, and compliance guidelines.
• Professional remote work discipline and time management.
• Confidential handling of client data and anti-fraud protocols.
• No personalized investment advice or handling client funds.

Responsibilities

• Client Communication: Provide professional, warm, accurate, and concise communication exclusively within the Assetara workspace and approved tools.
• Concierge Support: Deliver scheduled client calls, review portfolio context, and assist clients with platform navigation while adhering to compliance limits.
• Queue & SLA Management: Prioritize unread client threads, maintain SLA disciplines, and conduct authorized proactive outreach to clients.
• CRM Administration: Maintain accurate client notes within the system, avoiding unnecessary personal data.
• Escalation & Compliance: Identify red flags or incidents and escalate according to company compliance rules.

Job description

Assetara Limited is seeking a remote Client Relationship & Support Specialist to join the team. You will be the primary contact for clients, handling communications, CRM notes, and platform navigation while ensuring compliance and confidentiality.

This role focuses on client communication and support services, with strict adherence to anti-fraud protocols and data protection. Internal operations label this function as a Broker, but no regulated advisory duties are involved.