Client Concierge & Support Specialist — Warsaw

Assetara Limited; Warszawa; On-site; PLN 60,000 - 90,000; Full time

Job summary

Assetara Limited in Warsaw, Poland is seeking a Client Relationship & Support Specialist to be the primary contact for clients within the Assetara workspace, focusing on CRM administration, client communication, and platform support.

The role emphasizes concierge‑level service, remote work, and strict compliance. You will conduct scheduled client calls, help users navigate the platform, manage queues and SLAs, and escalate issues as required by policy.

Responsibilities

• Client Communication: Provide professional, warm, accurate, and concise communication exclusively within the official Assetara workspace and approved tools.
• Concierge Support: Deliver scheduled client calls, review portfolio context in advance, and assist clients with platform navigation while strictly adhering to compliance limits.
• Queue & SLA Management: Prioritize unread client threads, handle SLA compliance disciplines, and conduct authorized proactive outreach to clients.
• CRM Administration: Maintain accurate, timely, and complete client notes within the system without copying unnecessary personal data.
• Escalation & Compliance: Immediately identify and escalation red flags, complaints, security incidents, or matters outside authorized boundaries according to company compliance rules.

Job description

Assetara Limited in Warsaw, Poland is seeking a Client Relationship & Support Specialist to be the primary contact for clients within the Assetara workspace, focusing on CRM administration, client communication, and platform support.

The role emphasizes concierge‑level service, remote work, and strict compliance. You will conduct scheduled client calls, help users navigate the platform, manage queues and SLAs, and escalate issues as required by policy.