Remote Client Success & CRM Specialist

Assetara Limited; Poznań; On-site; PLN 48,000 - 64,000; Full time

Job summary

Assetara Limited in Poznań is seeking a Client Relationship & Support Specialist to join remotely via the Assetara platform. You will be the primary contact for clients, delivering concierge-level account assistance while keeping strict to compliance rules.

This role focuses on client communication, CRM administration, and support services, with no regulated advisory duties. You will handle scheduled calls, platform navigation, and escalate issues per policy.

Qualifications

• Strict adherence to security, privacy, and compliance guidelines.
• Professional remote work discipline and time management.
• Experience with CRM platforms and client communications is a plus.

Responsibilities

• Client Communication: Provide professional, warm, concise messages within Assetara workspace.
• Concierge Support: Conduct scheduled client calls and assist with platform navigation.
• Queue & SLA Management: Prioritize unread threads and ensure SLA compliance.
• CRM Administration: Maintain accurate client notes and avoid unnecessary data.
• Escalation & Compliance: Identify red flags and escalate per compliance rules.

Skills

Client communication

CRM administration

SLA management

Compliance awareness

Remote work discipline

Job description

Assetara Limited in Poznań is seeking a Client Relationship & Support Specialist to join remotely via the Assetara platform. You will be the primary contact for clients, delivering concierge-level account assistance while keeping strict to compliance rules.

This role focuses on client communication, CRM administration, and support services, with no regulated advisory duties. You will handle scheduled calls, platform navigation, and escalate issues per policy.