Remote Client Relationship & Support Specialist

Assetara Limited; Den Haag; On-site; EUR 36,000 - 52,000; Full time

Job summary

Assetara Limited in The Hague is seeking a dedicated Client Relationship & Support Specialist to join our team remotely through the Assetara platform. You will be the primary contact for clients, delivering concierge-level account assistance within approved tools.

Focus on client communication, CRM administration, and compliant platform navigation, while avoiding investment advice or handling funds. This role emphasizes professional remote work discipline and confidentiality.

Qualifications

• Strict adherence to operational, security, and compliance guidelines.
• Professional remote work discipline and time management.
• Confidentiality and data protection practices.

Responsibilities

• Client Communication: Provide professional, warm, accurate, and concise communication within Assetara tools.
• Concierge Support: Deliver scheduled client calls, review portfolio context, and assist with platform navigation within compliance limits.
• Queue & SLA Management: Prioritize unread threads, monitor SLA compliance, and perform proactive client outreach.
• CRM Administration: Maintain accurate client notes in the system, avoiding unnecessary personal data.
• Escalation & Compliance: Identify red flags or issues beyond authorized boundaries and escalate per rules.

Skills

Client communication

CRM administration

Remote work discipline

Job description

Assetara Limited in The Hague is seeking a dedicated Client Relationship & Support Specialist to join our team remotely through the Assetara platform. You will be the primary contact for clients, delivering concierge-level account assistance within approved tools.

Focus on client communication, CRM administration, and compliant platform navigation, while avoiding investment advice or handling funds. This role emphasizes professional remote work discipline and confidentiality.