Remote Client Concierge & CRM Specialist

Assetara Limited; Łódź; On-site; PLN 140,000 - 210,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join remotely. You will be the primary contact for clients, handling communications, CRM administration, and support services within the Assetara platform.

The role emphasizes concierge-level service, platform navigation assistance, and strict adherence to compliance and data protection rules, ensuring confidentiality and secure handling of client information.

Qualifications

• Must adhere to confidentiality and compliance guidelines.
• Remote-friendly work discipline and time-management
• Familiarity with data protection and anti-fraud protocols

Responsibilities

• Provide professional, warm, and concise client communication within the Assetara workspace and approved tools.
• Deliver concierge-level support and scheduled client calls, guiding platform navigation while adhering to compliance limits.
• Prioritize unread client threads, manage SLA disciplines, and perform proactive client outreach within approved channels.
• Maintain accurate client notes in the CRM without including unnecessary personal data.
• Identify and escalate red flags or incidents per company compliance rules.

Skills

Client communication

CRM administration

Remote work discipline

Time management

Compliance knowledge

Data protection

Tools

CRM software

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join remotely. You will be the primary contact for clients, handling communications, CRM administration, and support services within the Assetara platform.

The role emphasizes concierge-level service, platform navigation assistance, and strict adherence to compliance and data protection rules, ensuring confidentiality and secure handling of client information.