Remote Concierge Client Relations & Support Specialist

Assetara Limited; Kraków; On-site; PLN 78,120 - 122,760; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our Kraków-based team remotely through the Assetara platform. You will serve as the primary client contact, delivering professional, warm, concierge-level account support and ensuring CRM integrity.

Key responsibilities include scheduled client calls, platform navigation assistance, and strict adherence to compliance rules.

Qualifications

• Professional remote work discipline and time management.
• Confidentiality and data protection adherence.
• Anti-fraud protocols and compliance with company rules.

Responsibilities

• Provide professional, warm, concierge-level client communication within the Assetara workspace and approved tools.
• Deliver scheduled client calls, review portfolio context, and assist with platform navigation while adhering to compliance limits.
• Prioritize unread client threads, manage SLA compliance, and conduct proactive outreach to clients.

Skills

Client communication

CRM administration

Compliance awareness

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our Kraków-based team remotely through the Assetara platform. You will serve as the primary client contact, delivering professional, warm, concierge-level account support and ensuring CRM integrity.

Key responsibilities include scheduled client calls, platform navigation assistance, and strict adherence to compliance rules.