Remote Client Relationship & Support Specialist

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

Job summary

Assetara Limited in The Hague, Netherlands, seeks a Client Relationship & Support Specialist to manage client communication and concierge-level support remotely via the Assetara platform. This role focuses on client communication, CRM administration, and support services; it does not involve providing regulated financial advice.

Key activities include structured client calls, platform navigation assistance, and maintaining compliant client records in the CRM.

Qualifications

• Strict adherence to operational, security, and compliance guidelines (including mandatory completion of initial training and identity checks).
• Professional remote work discipline, time management, and availability window compliance.
• Absolute commitment to confidentiality, data protection regulations (handling Client Data strictly on documented instructions), and anti-fraud protocols.
• Strict Prohibitions: Must never provide personalized investment advice, promise guaranteed returns, handle client funds/private keys, or use unapproved external communication channels.

Responsibilities

• Provide professional, warm, accurate, and concise communication exclusively within the official Assetara workspace and approved tools.
• Deliver scheduled client calls, review portfolio context in advance, and assist clients with platform navigation while strictly adhering to compliance limits.
• Prioritize unread client threads, handle SLA compliance disciplines, and conduct authorized proactive outreach to clients.
• Maintain accurate, timely, and complete client notes within the system without copying unnecessary personal data.
• Immediately identify and escalate red flags, complaints, security incidents, or matters outside authorized boundaries according to company compliance rules.

Job description

Assetara Limited in The Hague, Netherlands, seeks a Client Relationship & Support Specialist to manage client communication and concierge-level support remotely via the Assetara platform. This role focuses on client communication, CRM administration, and support services; it does not involve providing regulated financial advice.

Key activities include structured client calls, platform navigation assistance, and maintaining compliant client records in the CRM.