Remote Client Concierge & CRM Support Specialist

Assetara Limited; Fatih; On-site; TRY 150,000 - 230,000; Full time

Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our Istanbul-based team remotely through the Assetara platform. You will be a key point of contact for clients, providing professional, warm, concierge-level account assistance and ensuring smooth platform navigation.

In this role, you will handle client communications within the official workspace, maintain CRM notes with care, and monitor SLA performance while escalating issues per compliance rules.

Qualifications

• Follow strict operational, security, and compliance guidelines.
• Complete required training and identity checks.
• Maintain client confidentiality and data protection.
• Avoid unauthorized channels and personal data handling.
• Do not provide investment advice or handle client funds.

Responsibilities

• Provide professional client communication within Assetara workspace.
• Deliver concierge-style support and assist with platform navigation.
• Manage unread threads, SLA compliance, and proactive outreach.
• Maintain accurate client notes in CRM.
• Identify red flags and escalate compliance issues.

Skills

Client communication

CRM administration

Concierge service

SLA management

Remote work discipline

Tools

CRM system

Job description

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our Istanbul-based team remotely through the Assetara platform. You will be a key point of contact for clients, providing professional, warm, concierge-level account assistance and ensuring smooth platform navigation.

In this role, you will handle client communications within the official workspace, maintain CRM notes with care, and monitor SLA performance while escalating issues per compliance rules.