Remote Client Success & Concierge Support Specialist

Assetara Limited; Utrecht; Remote; EUR 42,000 - 60,000; Full time

Job summary

Assetara Limited seeks a Client Relationship & Support Specialist to work remotely in the Netherlands, focusing on client communication, CRM administration, and concierge-level support. The role emphasizes platform navigation, compliance, and restricted activities to prevent handling funds or giving personalized investment advice.

The position operates under the Broker department with strict confidentiality and security standards.

Qualifications

• Must complete initial training and identity checks.
• Professional remote work discipline and time management.
• Confidentiality and data protection compliance.

Responsibilities

• Provide professional, warm client communication within Assetara workspace.
• Deliver concierge support including scheduled client calls and platform navigation.
• Manage queue and SLA adherence and proactive outreach to clients.
• Maintain accurate client notes in the CRM without exposing personal data.
• Identify and escalate red flags or compliance issues per rules.

Skills

Client communication

CRM administration

SLA management

Compliance awareness

Remote work discipline

Job description

Assetara Limited seeks a Client Relationship & Support Specialist to work remotely in the Netherlands, focusing on client communication, CRM administration, and concierge-level support. The role emphasizes platform navigation, compliance, and restricted activities to prevent handling funds or giving personalized investment advice.

The position operates under the Broker department with strict confidentiality and security standards.