Remote Client Concierge & CRM Specialist

Assetara Limited; Warszawa; On-site; PLN 70,000 - 110,000; Full time

Job summary

Assetara Limited is seeking a remote Client Relationship & Support Specialist to act as a primary contact for clients via the Assetara platform. The role focuses on client communication, CRM administration, and support services, without providing regulated financial advice.

You will deliver concierge-level support, manage client workflows, review portfolio context, and ensure compliance with security and data-protection guidelines.

Qualifications

• Experience in client-facing roles and professional remote communication.
• Familiarity with CRM systems and data privacy.
• Ability to manage client workflows and SLA commitments.
• Strict adherence to security, compliance guidelines.

Responsibilities

• Communicate with clients within Assetara workspace and approved tools.
• Deliver concierge support and assist with platform navigation.
• Prioritize unread client threads and ensure SLA compliance.
• Maintain accurate client notes in CRM.
• Identify and escalate red flags or compliance issues.

Skills

Client communication

Customer service

CRM administration

SLA management

Compliance awareness

Tools

CRM software

Job description

Assetara Limited is seeking a remote Client Relationship & Support Specialist to act as a primary contact for clients via the Assetara platform. The role focuses on client communication, CRM administration, and support services, without providing regulated financial advice.

You will deliver concierge-level support, manage client workflows, review portfolio context, and ensure compliance with security and data-protection guidelines.