Remote Client Success & Support Specialist

Assetara Limited; Utrecht; On-site; EUR 40,000 - 56,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join remotely via the Assetara platform. You will be a key contact for clients, delivering concierge-level assistance and professional communication within the official workspace.

The role focuses on client communication, CRM administration, and support services, with no regulated broker activities. Strict adherence to compliance, confidentiality, and data protection is required.

Qualifications

• Adherence to operational, security and compliance guidelines.
• Completion of initial training and identity checks.
• Professional remote work discipline and time-management.
• Confidentiality and data protection in handling client data.
• Anti-fraud protocols must be followed.

Responsibilities

• Client Communication: Provide professional, warm, concise messages within the Assetara workspace.
• Concierge Support: Conduct scheduled client calls and assist with platform navigation.
• Queue & SLA Management: Prioritize threads, maintain SLA discipline and proactive outreach.
• CRM Administration: Keep accurate client notes without exposing personal data.
• Escalation & Compliance: Identify red flags and escalate per company rules.

Skills

Client communication

CRM administration

Concierge support

Time management

Remote work discipline

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join remotely via the Assetara platform. You will be a key contact for clients, delivering concierge-level assistance and professional communication within the official workspace.

The role focuses on client communication, CRM administration, and support services, with no regulated broker activities. Strict adherence to compliance, confidentiality, and data protection is required.