Remote Client Success & Concierge Support Specialist

Assetara Limited; Çankaya; On-site; TRY 60,000 - 100,000; Full time

Job summary

Assetara Limited seeks a Client Relationship & Support Specialist to join our team remotely via the Assetara platform in Ankara. You will be the primary contact for clients, delivering concierge-level service and guiding them through the platform with care.

Role emphasizes CRM accuracy, strict confidentiality, and compliance, while avoiding investment advice or handling client funds. Strong communication and self-discipline are essential.

Qualifications

• Professional remote work discipline and time management are required.
• Strict adherence to confidentiality, data protection, and anti-fraud protocols.
• No provision of personalized investment advice or handling client funds.

Responsibilities

• Provide professional, warm client communication exclusively in the Assetara workspace.
• Deliver concierge-level support, review portfolio context, and assist with platform navigation.
• Manage queue, SLAs, and proactive outreach to clients.
• Maintain accurate client notes in CRM and ensure data privacy.
• Identify red flags or compliance issues and escalate as needed.

Skills

Client communication

CRM administration

Time management

Compliance awareness

Remote work discipline

Job description

Assetara Limited seeks a Client Relationship & Support Specialist to join our team remotely via the Assetara platform in Ankara. You will be the primary contact for clients, delivering concierge-level service and guiding them through the platform with care.

Role emphasizes CRM accuracy, strict confidentiality, and compliance, while avoiding investment advice or handling client funds. Strong communication and self-discipline are essential.