Remote Client Concierge & CRM Support Specialist

Assetara Limited; Łódź; 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.

In this role you will be the primary client contact, providing professional, warm communication, CRM administration, and concierge-level support within approved tools.

The role emphasizes strict compliance, data protection, and avoidance of investment advice, with focus on service excellence and secure handling of client information.

Qualifications

• Professional remote work discipline and time management.
• Confidential handling of client data and compliance with rules.
• Ability to communicate clearly within approved platforms.

Responsibilities

• Provide professional, warm client communication exclusively within the Assetara workspace.
• Deliver concierge support, review portfolios, and assist with platform navigation.
• Manage queues, SLAs, and authorized proactive client outreach.
• Maintain accurate client notes in the CRM without exposing personal data.
• Identify red flags and escalate compliance issues per company rules.

Skills

Client communication

CRM administration

Remote collaboration

Education

Bachelor's degree or equivalent

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely via the Assetara platform.

In this role you will be the primary client contact, providing professional, warm communication, CRM administration, and concierge-level support within approved tools.

The role emphasizes strict compliance, data protection, and avoidance of investment advice, with focus on service excellence and secure handling of client information.