Remote Client Concierge & CRM Specialist

Assetara Limited; Kraków; On-site; PLN 40,000 - 60,000; Full time

Job summary

Assetara Limited in Kraków is seeking a Client Relationship & Support Specialist to join remotely via the Assetara platform. You will act as the main contact for clients, delivering concierge-level account support and guiding them through the workspace while ensuring compliance.

This role focuses on client communication, CRM administration, and proactive service, with strict adherence to security rules and data protection. Previous experience in customer support is a plus.

Qualifications

• Strict adherence to operational, security, and compliance guidelines.
• Professional remote work discipline and time management.
• Confidentiality and data protection compliance.

Responsibilities

• Provide professional, warm client communication within Assetara workspace.
• Deliver concierge support through scheduled calls and platform navigation guidance.
• Manage client threads and SLA compliance; conduct proactive outreach.
• Maintain accurate client notes in CRM without unnecessary personal data.
• Identify red flags or compliance issues and escalate as required.

Skills

Client communication

CRM administration

Remote work

Time management

Compliance awareness

Tools

CRM software

Job description

Assetara Limited in Kraków is seeking a Client Relationship & Support Specialist to join remotely via the Assetara platform. You will act as the main contact for clients, delivering concierge-level account support and guiding them through the workspace while ensuring compliance.

This role focuses on client communication, CRM administration, and proactive service, with strict adherence to security rules and data protection. Previous experience in customer support is a plus.