Remote Client Relations & Support Specialist

Assetara Limited

Çankaya

On-site

TRY 65,000 - 90,000

Full time

14 days+

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Job summary

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely through the Assetara platform. You will be the key client contact, delivering concierge-level account assistance while strictly adhering to compliance rules.

The role focuses on client communication, CRM administration, and platform support, not on regulated financial advisory. You will handle client communications, scheduled calls, platform navigation, SLA management, and escalation when

Qualifications

Strict adherence to operational, security, and compliance guidelines.
Remote work discipline and time management requirements.
Confidentiality and data protection compliance are mandatory.
Prohibitions include not providing personalized investment advice or handling client funds.

Responsibilities

Client Communication: Provide professional, warm, accurate communication within Assetara workspace.
Concierge Support: Schedule client calls, review portfolio context, assist with platform navigation.
Queue & SLA Management: Prioritize unread threads, ensure SLA compliance, proactive client outreach.
CRM Administration: Maintain client notes accurately and securely.
Escalation & Compliance: Identify red flags and escalate issues per compliance rules.