Remote Client Relations & Support Specialist
Posted Updated
Assetara Limited in Naples Dist 2, Italy is seeking a Client Relationship & Support Specialist to serve as a primary contact for clients, delivering professional, concierge-level account assistance within the Assetara workspace. You will handle CRM administration, client communications, and platform navigation support while maintaining strict compliance.
The role is remote; you will collaborate with clients across the Naples district and beyond, ensuring confidentiality and adherence to security
Provide professional, warm, and accurate client communication within the Assetara workspace. Deliver concierge-style client support, including platform navigation assistance. Manage unread client threads, SLA compliance, and proactive outreach within policy. Maintain client notes in CRM with accuracy and privacy in mind. Identify escalations and report issues per compliance rules. Strict adherence to operational, security, and compliance guidelines. Professional remote work discipline and time management. Confidentiality and data protection compliance. No provision of personalized investment advice or handling client funds.