Remote Client Concierge & CRM Specialist

Assetara Limited; Poznań; On-site; PLN 55,000 - 75,000; Full time

Job summary

Assetara Limited in Poznań is seeking a dedicated Client Relationship & Support Specialist to join our team remotely via the Assetara platform. The role focuses on client communication, CRM administration, and support services, not on regulated financial brokerage.

You will provide concierge-style client assistance, manage queues and SLAs, ensure data protection and anti-fraud compliance, and avoid providing personalized investment advice or handling funds.

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.

Responsibilities

• Client Communications: 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 adhering to compliance limits.
• Queue & SLA Management: Prioritize unread client threads, manage SLA compliance, and conduct proactive outreach to clients within authorized boundaries.
• CRM Administration: Maintain accurate, timely client notes within the system without copying unnecessary personal data.
• Escalation & Compliance: Identify and escalate red flags, complaints, security incidents, or matters outside authorized boundaries.

Job description

Assetara Limited in Poznań is seeking a dedicated Client Relationship & Support Specialist to join our team remotely via the Assetara platform. The role focuses on client communication, CRM administration, and support services, not on regulated financial brokerage.

You will provide concierge-style client assistance, manage queues and SLAs, ensure data protection and anti-fraud compliance, and avoid providing personalized investment advice or handling funds.