Remote Client Concierge & CRM Specialist

Assetara Limited; Kraków; On-site; PLN 65,000 - 110,000; Full time

Job summary

Assetara Limited in Kraków is seeking a dedicated Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will be a key liaison for clients, delivering concierge-level account assistance and precise communications within the official workspace.

This role emphasizes client support, CRM administration, and compliant service delivery, with strict adherence to security, privacy, and anti-fraud protocols while avoiding any regulated investment activities.

Qualifications

• Professional remote work discipline and time management.
• Strict adherence to operational, security, and compliance guidelines.
• Commitment to confidentiality and data protection regulations.
• Must not provide personalized investment advice or handle client funds.

Responsibilities

• Provide professional, warm communication within the Assetara workspace and approved tools.
• Deliver scheduled client calls and assist clients with platform navigation while complying with limits.
• Prioritize unread client threads, manage SLA compliance, and perform proactive outreach to clients.
• Maintain accurate client notes within the CRM without copying unnecessary personal data.
• Identify and escalate red flags, complaints, security incidents, or matters outside authorized boundaries.

Skills

Client Communication

CRM Administration

SLA Management

Time Management

Data Privacy

Job description

Assetara Limited in Kraków is seeking a dedicated Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will be a key liaison for clients, delivering concierge-level account assistance and precise communications within the official workspace.

This role emphasizes client support, CRM administration, and compliant service delivery, with strict adherence to security, privacy, and anti-fraud protocols while avoiding any regulated investment activities.