Remote Client Relations & Support Specialist

Assetara Limited; Kraków; On-site; PLN 60,000 - 90,000; Full time

Job summary

Assetara Limited in Kraków, Poland is seeking a Client Relationship & Support Specialist to join remotely via the Assetara platform. You will be the main contact for clients, delivering concierge-level assistance, guiding platform use, and maintaining CRM records within approved tools.

The role emphasizes strict adherence to security, compliance, and data protection guidelines, with no provision of personalized investment advice or handling of client funds.

Qualifications

• Must adhere 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

• Client Communication: Provide professional, warm, accurate, and concise communication exclusively within the official Assetara workspace and approved tools.
• Concierge Support: Deliver scheduled client calls, review portfolio context in advance, and assist clients with platform navigation while strictly adhering to compliance limits.
• Queue & SLA Management: Prioritize unread client threads, handle SLA compliance disciplines, and conduct authorized proactive outreach to clients.
• CRM Administration: Maintain accurate, timely, and complete client notes within the system without copying unnecessary personal data.
• Escalation & Compliance: Immediately identify and escalate red flags, complaints, security incidents, or matters outside authorized boundaries according to company compliance rules.

Job description

Assetara Limited in Kraków, Poland is seeking a Client Relationship & Support Specialist to join remotely via the Assetara platform. You will be the main contact for clients, delivering concierge-level assistance, guiding platform use, and maintaining CRM records within approved tools.

The role emphasizes strict adherence to security, compliance, and data protection guidelines, with no provision of personalized investment advice or handling of client funds.