Remote Client Concierge & CRM Specialist

Assetara Limited; Osmangazi; On-site; TRY 180,000 - 270,000; Full time

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist to manage client communications and CRM tasks for Bursa Dist 8, Turkey. This remote role focuses on concierge-level account assistance through the Assetara platform, ensuring compliant and secure client interactions.

The position emphasises professional remote work discipline, timely responses, and strict data protection. It does not involve regulated financial brokerage activities or fund handling.

Qualifications

• Strict adherence to operational, security, and compliance guidelines.
• Professional remote work discipline, time management, and availability-window compliance.
• Confidentiality and data protection compliance.
• No personalized investment advice, funds handling, or unapproved external channels.

Responsibilities

• Provide professional, warm, accurate, and concise communication exclusively within the Assetara workspace and approved tools.
• Deliver scheduled client calls, review portfolio context, and assist clients with platform navigation.
• Prioritize unread client threads, ensure SLA compliance, and conduct authorized proactive outreach to clients.
• Maintain accurate, timely client notes within the CRM without copying unnecessary personal data.
• Identify red flags and escalate compliance issues according to company rules.

Skills

Client communication

Concierge support

Queue & SLA management

CRM administration

Escalation & compliance

Tools

CRM software

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist to manage client communications and CRM tasks for Bursa Dist 8, Turkey. This remote role focuses on concierge-level account assistance through the Assetara platform, ensuring compliant and secure client interactions.

The position emphasises professional remote work discipline, timely responses, and strict data protection. It does not involve regulated financial brokerage activities or fund handling.