Remote Client Concierge & CRM Specialist

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

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist to join the Poznań team remotely via the Assetara platform. You will be the primary liaison for clients, delivering professional, warm support and concierge services while maintaining strict adherence to compliance guidelines.

Responsibilities include client communications, scheduled calls, platform navigation assistance, SLA management, and CRM notekeeping.

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

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist to join the Poznań team remotely via the Assetara platform. You will be the primary liaison for clients, delivering professional, warm support and concierge services while maintaining strict adherence to compliance guidelines.

Responsibilities include client communications, scheduled calls, platform navigation assistance, SLA management, and CRM notekeeping.