Remote Client Relationship & Support Specialist

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

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist to work remotely on the Assetara platform, serving as the primary point of contact for clients, handling CRM tasks, and delivering concierge-level support to ensure smooth platform usage.

This role emphasizes compliant communication, strict SLA adherence, and data-protection practices, with the internal title of Broker but a focus on client service rather than regulated advisory duties.

Qualifications

• Strict adherence to operational, security, and compliance guidelines, including training and identity checks.
• Professional remote work discipline, time management, and availability window compliance.
• Absolute commitment to confidentiality, data protection, and anti-fraud protocols.
• Must never provide personalized investment advice or use unapproved external channels.

Responsibilities

• Provide professional, warm, accurate, and concise communication within the Assetara workspace and approved tools.
• Deliver scheduled client calls, review portfolio context in advance, and assist clients with platform navigation.
• 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 elevate red flags, complaints, or security incidents per company compliance rules.

Skills

Client communication

Concierge support

CRM administration

Compliance awareness

Remote work discipline

Time management

Tools

CRM software

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist to work remotely on the Assetara platform, serving as the primary point of contact for clients, handling CRM tasks, and delivering concierge-level support to ensure smooth platform usage.

This role emphasizes compliant communication, strict SLA adherence, and data-protection practices, with the internal title of Broker but a focus on client service rather than regulated advisory duties.