Remote Concierge Support Manager, Platform Expert

Assetara Limited; Wrocław; On-site; PLN 90,000 - 130,000; Full time

Job summary

Assetara Limited seeks a remote Support Manager to serve as the key personal manager and frontline specialist for subscribing clients on the Assetara platform. You will help clients navigate tools, maintain CRM/private notes, and ensure concierge-level support while adhering to compliance and operational boundaries.

You will manage queues, SLA risks, and escalations, delivering professional, warm communication within the official workspace and ensuring strict confidentiality and anti-fraud

Qualifications

• Strict compliance with daily operational routines, activity presence tracking, and session management.
• Never promise financial results, fixed timelines, or perform direct financial operations on behalf of clients.
• Confidentiality, anti-fraud protocols, and handling client data strictly on documented instructions.

Responsibilities

• Gain comprehensive knowledge of all company products and features to assist subscribed clients.
• Prioritize work via the Broker Dashboard, focusing on unread messages, SLA risks, and at-risk signals.
• Deliver professional, warm, concise communication within the official workspace.
• Maintain separation between client-facing messages and internal Private notes.
• Review, edit, and fact-check AI-generated draft responses before submission.
• Escalate issues with clear operational justifications and use system tools appropriately.

Skills

Product knowledge

CRM usage

Communication

SLA management

Tools

Broker Dashboard

Job description

Assetara Limited seeks a remote Support Manager to serve as the key personal manager and frontline specialist for subscribing clients on the Assetara platform. You will help clients navigate tools, maintain CRM/private notes, and ensure concierge-level support while adhering to compliance and operational boundaries.

You will manage queues, SLA risks, and escalations, delivering professional, warm communication within the official workspace and ensuring strict confidentiality and anti-fraud