Remote Client Concierge & Support Specialist

Assetara Limited; Wrocław; On-site; PLN 54,000 - 72,000; Full time

Job summary

Assetara Limited in Wrocław, Poland is seeking a Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will be the primary point of contact for clients, delivering professional, warm, concierge-level account assistance while adhering to compliance rules.

This role focuses on client communication, CRM administration, and support services rather than advisory activities.

Qualifications

• Professional remote work discipline and time management.
• Strict adherence to confidentiality and data protection.
• Initial training and identity checks must be completed.
• Must not provide investment advice or handle funds.

Responsibilities

• Communicate with clients professionally within the Assetara workspace.
• Provide concierge-level support and platform navigation guidance.
• Manage client queues, SLAs, and escalate issues per rules.
• Maintain accurate client notes in the CRM.
• Identify red flags and ensure compliance on all communications.

Skills

Client communication

CRM administration

Remote work discipline

Compliance awareness

Job description

Assetara Limited in Wrocław, Poland is seeking a Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will be the primary point of contact for clients, delivering professional, warm, concierge-level account assistance while adhering to compliance rules.

This role focuses on client communication, CRM administration, and support services rather than advisory activities.