Remote Client Concierge & CRM Specialist

Assetara Limited; Łódź; On-site; PLN 187,055 - 299,288; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to work remotely via the Assetara platform. You will be the primary client contact, handling professional communication, CRM updates, and concierge-level support.

This role emphasizes strict compliance and confidentiality, and does not involve regulated financial advising or portfolio management. You will manage client interactions within approved tools, conduct scheduled calls, review context in advance, and assist

Qualifications

• Strict adherence to operational, security, and compliance guidelines (including mandatory completion of initial training and identity checks).
• Professional remote work discipline, time management, and availability window compliance.
• Absolute commitment to confidentiality, data protection regulations (handling Client Data strictly on documented instructions), and anti-fraud protocols.
• Strict Prohibitions: Must never provide personalized investment advice, promise guaranteed returns, handle client funds/private keys, or use unapproved external communication channels.

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

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to work remotely via the Assetara platform. You will be the primary client contact, handling professional communication, CRM updates, and concierge-level support.

This role emphasizes strict compliance and confidentiality, and does not involve regulated financial advising or portfolio management. You will manage client interactions within approved tools, conduct scheduled calls, review context in advance, and assist