Remote Client Concierge & CRM Specialist

Assetara Limited; Osmangazi; On-site; TRY 180,000 - 240,000; Full time

Job summary

Assetara Limited seeks a dedicated Client Relationship & Support Specialist to join our Bursa, Turkey operations. The role focuses on client communication, CRM administration, and concierge-level support through the Assetara platform, with all work conducted remotely.

You will act as a main touchstone for clients, conduct scheduled calls, help navigate the platform, and ensure strict adherence to data protection, security, and compliance. No investment advice or handling funds.

Qualifications

• Provide professional, warm, and concise client communication within Assetara workspace.
• Manage client notes and CRM data with accuracy and privacy.
• Identify escalations and ensure compliance with company rules.

Responsibilities

• Provide professional client communication within the Assetara workspace.
• Deliver scheduled client calls and assist with platform navigation.
• Prioritize unread threads, monitor SLA compliance, and proactive outreach.
• Maintain accurate client notes in the CRM without exposing personal data.
• Identify red flags or incidents and escalate according to compliance rules.

Skills

Client communication

CRM administration

Escalation & compliance

Tools

Assetara platform

Job description

Assetara Limited seeks a dedicated Client Relationship & Support Specialist to join our Bursa, Turkey operations. The role focuses on client communication, CRM administration, and concierge-level support through the Assetara platform, with all work conducted remotely.

You will act as a main touchstone for clients, conduct scheduled calls, help navigate the platform, and ensure strict adherence to data protection, security, and compliance. No investment advice or handling funds.