Remote Client Concierge & CRM Specialist

Assetara Limited; Poznań; On-site; PLN 30,000 - 54,000; Full time

Job summary

Assetara Limited seeks a dedicated Client Relationship & Support Specialist to work remotely in Poznań. You will be the main contact for clients, delivering concierge-style account support and CRM administration within the Assetara workspace.

The role emphasizes compliant communication, platform navigation help, and proactive outreach while upholding strict confidentiality and security standards.

Qualifications

• Strong client communication skills across written and verbal channels.
• Experience using CRM systems to track client interactions and notes.
• Excellent time management with the ability to meet SLAs in a remote setup.
• Commitment to confidentiality and data protection in client communications.

Responsibilities

• Provide professional, warm client communication exclusively within Assetara workspace and approved tools.
• Deliver scheduled client calls and assist clients with platform navigation.
• Prioritize unread client threads, manage SLA compliance, and conduct proactive outreach.
• Maintain accurate client notes in the CRM, avoiding unnecessary data.
• Identify red flags or compliance issues and escalate per rules.

Skills

Client communication

CRM administration

Time management

Remote work discipline

Job description

Assetara Limited seeks a dedicated Client Relationship & Support Specialist to work remotely in Poznań. You will be the main contact for clients, delivering concierge-style account support and CRM administration within the Assetara workspace.

The role emphasizes compliant communication, platform navigation help, and proactive outreach while upholding strict confidentiality and security standards.