Client Concierge & CRM Specialist (Remote)

Assetara Limited; Kraków; On-site; PLN 66,960 - 100,440; Full time

Job summary

Assetara Limited in Kraków offers a remote role as Client Relationship & Support Specialist. You will be the primary contact for clients, delivering professional, concierge-level account assistance within the Assetara workspace.

Key duties include client calls, platform navigation support, and meticulous CRM administration while upholding strict compliance and data protection standards. This role emphasizes confidentiality and disciplined remote work practices.

Qualifications

• Strict adherence to operational, security, and compliance guidelines.
• Professional remote work discipline, time management, and availability window compliance.
• Absolute commitment to confidentiality, data protection regulations, and anti-fraud protocols.
• Must never provide personalized investment advice or handle client funds or private keys.

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 elevate red flags, complaints, security incidents, or matters outside authorized boundaries according to company compliance rules.

Skills

Client Communication

Concierge Support

Queue & SLA Management

CRM Administration

Escalation & Compliance

Tools

CRM software

Job description

Assetara Limited in Kraków offers a remote role as Client Relationship & Support Specialist. You will be the primary contact for clients, delivering professional, concierge-level account assistance within the Assetara workspace.

Key duties include client calls, platform navigation support, and meticulous CRM administration while upholding strict compliance and data protection standards. This role emphasizes confidentiality and disciplined remote work practices.