Remote Client Relationship & CRM Support Specialist

Assetara Limited; Kraków; On-site; PLN 60,000 - 80,000; Full time

Job summary

Assetara Limited in Kraków is seeking a Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will be the primary contact for clients, delivering professional, concierge-level account assistance and guiding them through the platform.

The role emphasizes client communication, CRM record-keeping, SLA adherence, and escalation for compliance issues, while strictly avoiding any investment advice or handling funds.

Qualifications

• Experience in client-facing roles with strong communication skills.
• Ability to manage multiple client threads and adhere to SLAs.
• Familiarity with data protection and anti-fraud guidelines.

Responsibilities

• Maintain professional client communication within Assetara workspace.
• Conduct concierge-level support and platform navigation assistance.
• Manage queues, track SLAs, and perform proactive outreach.
• Record client notes accurately and follow compliance rules.

Skills

Client communication

Concierge support

SLA & queue management

CRM administration

Compliance awareness

Remote work discipline

Tools

CRM software

Job description

Assetara Limited in Kraków is seeking a Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will be the primary contact for clients, delivering professional, concierge-level account assistance and guiding them through the platform.

The role emphasizes client communication, CRM record-keeping, SLA adherence, and escalation for compliance issues, while strictly avoiding any investment advice or handling funds.