Remote Client Success & Concierge Support Specialist

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

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will be the main contact for clients, delivering professional, warm, concierge-level account support while adhering to compliance requirements and privacy standards.

The role focuses on client communication, CRM administration, and support services, and does not involve regulated financial brokerage activities.

Qualifications

• Strict adherence to operational, security, and compliance guidelines.

Responsibilities

• Client communication within Assetara workspace and approved tools.
• Concierge support including scheduled client calls and platform navigation assistance.
• Queue and SLA management with proactive outreach to clients.
• CRM administration ensuring accurate client notes and data minimization.
• Escalation and compliance handling as required.

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will be the main contact for clients, delivering professional, warm, concierge-level account support while adhering to compliance requirements and privacy standards.

The role focuses on client communication, CRM administration, and support services, and does not involve regulated financial brokerage activities.