Remote Client Concierge & Support Specialist

Assetara Limited; Warszawa; On-site; PLN 48,000 - 64,000; Full time

Job summary

Assetara Limited in Warsaw is seeking a Client Relationship & Support Specialist (remote) to serve clients via the Assetara platform. You will act as the primary contact, handling professional communications, CRM entries, and concierge-level support while ensuring compliance and data protection.

Role emphasizes strict adherence to security guidelines, disciplined remote work, and avoidance of providing personalized investment advice. Collaboration with the BROKER department is essential.

Qualifications

• Adherence to operational, security, and compliance guidelines including initial training and identity checks.
• Professional remote work discipline and time management.
• Commitment to confidentiality and data protection in handling client data.
• Adherence to anti-fraud protocols and approved communication channels.

Responsibilities

• Client Communication: provide professional, warm, accurate communication within Assetara workspace.
• Concierge Support: conduct scheduled client calls and assist with platform navigation.
• Queue & SLA Management: prioritize unread threads and ensure SLA compliance.
• CRM Administration: maintain accurate client notes without exposing personal data.
• Escalation & Compliance: identify red flags and escalate per company rules.

Job description

Assetara Limited in Warsaw is seeking a Client Relationship & Support Specialist (remote) to serve clients via the Assetara platform. You will act as the primary contact, handling professional communications, CRM entries, and concierge-level support while ensuring compliance and data protection.

Role emphasizes strict adherence to security guidelines, disciplined remote work, and avoidance of providing personalized investment advice. Collaboration with the BROKER department is essential.