Remote Client Concierge & CRM Support Specialist

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

Job summary

Assetara Limited in Poland seeks a Client Relationship & Support Specialist to join remotely via the Assetara platform. You will be the key contact for clients, providing professional, concierge-level account assistance and CRM updates while guiding users through the platform.

This role focuses on client communication, SLA adherence, and compliance, with strict confidentiality and data protection. You will not give personalized investment advice or handle funds; training and identity checks are

Qualifications

• Strict adherence to operational, security and compliance guidelines with training and identity checks.
• Professional remote work discipline and time management.
• Strict confidentiality and data protection, handling client data per documented instructions.
• Anti-fraud protocols and adherence to company rules.
• No personalized investment advice or handling client funds.

Responsibilities

• Provide professional, warm, and concise client communication within Assetara workspace.
• Deliver concierge-style support, schedule client calls, and assist with platform navigation.
• Manage unread client threads, ensure SLA compliance, and perform proactive outreach.
• Maintain accurate client notes in CRM without exposing personal data.
• Identify red flags or issues and escalate according to compliance rules.

Skills

Client communication

CRM administration

Concierge support

Time management

Compliance awareness

Tools

CRM software

Job description

Assetara Limited in Poland seeks a Client Relationship & Support Specialist to join remotely via the Assetara platform. You will be the key contact for clients, providing professional, concierge-level account assistance and CRM updates while guiding users through the platform.

This role focuses on client communication, SLA adherence, and compliance, with strict confidentiality and data protection. You will not give personalized investment advice or handle funds; training and identity checks are