Remote Client Concierge & CRM Specialist

Assetara Limited; Poznań; On-site; PLN 60,000 - 90,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will serve as a key client contact, delivering professional, warm, concierge-level account assistance while focusing on CRM administration and support services.

This role excludes regulated financial brokerage duties. Responsibilities include client communication within the Assetara workspace, scheduled client calls, SLA management, and strict adherence to

Qualifications

• Professional remote work discipline, time management, and availability window compliance.
• Strict adherence to operational, security, and compliance guidelines (including identity checks).
• Avoid providing personalized investment advice or handling client funds.

Responsibilities

• Provide professional, warm communication within the Assetara workspace.
• Deliver concierge-style client support and platform navigation assistance.
• Prioritize client threads, manage SLA compliance, and perform proactive outreach.
• Maintain accurate client notes in the CRM without exposing personal data.
• Identify and escalate red flags or compliance issues per policy.

Skills

Client communication

CRM administration

Compliance adherence

Time management

Tools

CRM software

Assetara platform

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will serve as a key client contact, delivering professional, warm, concierge-level account assistance while focusing on CRM administration and support services.

This role excludes regulated financial brokerage duties. Responsibilities include client communication within the Assetara workspace, scheduled client calls, SLA management, and strict adherence to