Remote Client Concierge & Support Specialist

Assetara Limited; Osmangazi; On-site; TRY 180,000 - 260,000; Full time

Job summary

Assetara Limited seeks a remote Client Relationship & Support Specialist for Bursa Dist 5, Turkey. You will be the main contact for clients, providing concierge-level account assistance and CRM administration within the Assetara platform.

Role focuses on client communication, escalation handling, and compliance, with strict guidelines against providing investment advice or handling funds. Join a dedicated brokerage-support team.

Qualifications

• Strict adherence to operational, security, and compliance guidelines (including mandatory completion of initial training and identity checks).
• Professional remote work discipline, time management, and availability window compliance.
• Absolute commitment to confidentiality, data protection regulations (handling Client Data strictly on documented instructions), and anti-fraud protocols.
• Strict Prohibitions: Must never provide personalized investment advice, promise guaranteed returns, handle client funds/private keys, or use unapproved external communication channels.

Responsibilities

• Client Communication: Provide professional, warm, accurate, and concise communication exclusively within the official Assetara workspace and approved tools.
• Concierge Support: Deliver scheduled client calls, review portfolio context in advance, and assist clients with platform navigation while strictly adhering to compliance limits.
• Queue & SLA Management: Prioritize unread client threads, handle SLA compliance disciplines, and conduct authorized proactive outreach to clients.
• CRM Administration: Maintain accurate, timely, and complete client notes within the system without copying unnecessary personal data.
• Escalation & Compliance: Immediately identify and elevate red flags, complaints, security incidents, or matters outside authorized boundaries according to company compliance rules.

Job description

Assetara Limited seeks a remote Client Relationship & Support Specialist for Bursa Dist 5, Turkey. You will be the main contact for clients, providing concierge-level account assistance and CRM administration within the Assetara platform.

Role focuses on client communication, escalation handling, and compliance, with strict guidelines against providing investment advice or handling funds. Join a dedicated brokerage-support team.