Remote Client Relations & Concierge 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 remotely via the Assetara platform. You will be the main contact for clients, delivering concierge-level account assistance and ensuring compliant CRM administration in a non-regulated broker role.

You will conduct client calls, guide platform navigation, and maintain accurate client notes while safeguarding confidentiality and data protection. Remote role with international scope.

Qualifications

• Professional, remote client communication within official Assetara workspace and approved tools.
• Ability to conduct concierge-style client calls and platform navigation assistance.
• Maintain accurate client notes and avoid exposing personal data.
• Identify red flags and escalate compliance incidents per rules.

Responsibilities

• Provide professional, warm, and concise client communication within Assetara workspace.
• Deliver scheduled client calls and assist with platform navigation while following compliance limits.
• Prioritize unread client threads, manage SLA, and proactive outreach.
• Maintain accurate client notes in the CRM without copying unnecessary data.
• Identify and escalate red flags or incidents according to compliance rules.

Skills

Client communication

CRM administration

Compliance awareness

Remote work discipline

Tools

CRM system

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join remotely via the Assetara platform. You will be the main contact for clients, delivering concierge-level account assistance and ensuring compliant CRM administration in a non-regulated broker role.

You will conduct client calls, guide platform navigation, and maintain accurate client notes while safeguarding confidentiality and data protection. Remote role with international scope.