Remote Client Concierge & Support Specialist - Poznań

Assetara Limited; Poznań; On-site; PLN 50,000 - 80,000; Full time

Job summary

Assetara Limited. Poznań, Poland is seeking a Client Relationship & Support Specialist to engage clients remotely, ensuring professional communication and platform guidance.

You will manage CRM records, support clients during sessions, and uphold strict compliance controls while protecting data. The role emphasizes concierge-level service, adherence to privacy and anti-fraud protocols, and disciplined remote work practices, with no financial advisory duties involved.

Qualifications

• Adherence to operating, security and compliance guidelines including initial training and identity checks.
• Strict remote work discipline, time management and schedule adherence.
• Confidentiality and data protection compliance required; handle client data per documented instructions.
• No personalized investment advice or external unapproved channels.

Responsibilities

• Provide professional client communications within Assetara workspace and approved tools.
• Deliver concierge support including client calls and platform navigation assistance.
• Prioritize unread client threads and manage SLA compliance and proactive outreach.
• Maintain accurate client notes in CRM with privacy controls.
• Escalate red flags or compliance issues per company rules.

Skills

Client communication

CRM administration

Compliance awareness

Remote work discipline

Tools

CRM software

Data privacy standards

Job description

Assetara Limited. Poznań, Poland is seeking a Client Relationship & Support Specialist to engage clients remotely, ensuring professional communication and platform guidance.

You will manage CRM records, support clients during sessions, and uphold strict compliance controls while protecting data. The role emphasizes concierge-level service, adherence to privacy and anti-fraud protocols, and disciplined remote work practices, with no financial advisory duties involved.