Remote Client Relations & CRM Support Specialist

Assetara Limited; Warszawa; On-site; PLN 140,000 - 210,000; Full time

Job summary

Assetara Limited in Warsaw Dist 4, Poland, is seeking a Client Relationship & Support Specialist to work remotely via the Assetara platform. You will act as the key contact for clients, delivering professional, concierge-level account assistance and ensuring communications stay within approved tools.

Responsibilities include client communication, SLA management, CRM administration, and compliant navigation of the platform.

Qualifications

• Adherence to operational, security, and compliance guidelines.
• Professional remote work discipline and time management.
• Confidentiality and data protection compliance.
• No personalized investment advice or handling client funds.

Responsibilities

• Provide professional, warm, and concise client communication in Assetara workspace.
• Deliver scheduled client calls and assist with platform navigation within compliance limits.
• Prioritize unread client threads and ensure SLA compliance.
• Maintain client notes accurately in the CRM without exposing personal data.
• Identify and escalate red flags or incidents per compliance rules.

Skills

Client communication

CRM administration

Compliance awareness

Time management

Tools

CRM software

Job description

Assetara Limited in Warsaw Dist 4, Poland, is seeking a Client Relationship & Support Specialist to work remotely via the Assetara platform. You will act as the key contact for clients, delivering professional, concierge-level account assistance and ensuring communications stay within approved tools.

Responsibilities include client communication, SLA management, CRM administration, and compliant navigation of the platform.