Client Concierge & CRM Support Specialist

Assetara Limited; Warszawa; On-site; PLN 60,000 - 85,000; Full time

Job summary

Assetara Limited is seeking a remote Client Relationship & Support Specialist to engage with clients on the Assetara platform. You will act as a key contact, provide concierge-level account assistance, and ensure compliant, efficient client communication from the official workspace.

The role focuses on client communication, CRM administration, and support services, with strict adherence to compliance rules and data protection standards.

Qualifications

• Experience supporting clients via official workspaces and approved tools.
• Strong communication and confidentiality in remote settings.
• Familiar with CRM software and data protection rules.

Responsibilities

• Communicate with clients professionally within Assetara workspace.
• Conduct concierge-style client calls and assist with platform navigation.
• Manage client threads and SLA adherence with proactive outreach.
• Maintain accurate client notes in CRM without exposing personal data.
• Identify and escalate security or compliance issues.

Skills

Client communication

CRM administration

Time management

Compliance awareness

Tools

CRM software

Job description

Assetara Limited is seeking a remote Client Relationship & Support Specialist to engage with clients on the Assetara platform. You will act as a key contact, provide concierge-level account assistance, and ensure compliant, efficient client communication from the official workspace.

The role focuses on client communication, CRM administration, and support services, with strict adherence to compliance rules and data protection standards.