Remote Client Concierge

13 ago - Milano
Altro

Assetara Limited is seeking a dedicated Client Relationship & Support Specialist to join our team remotely, serving as the main contact for clients within the Assetara workspace. The role focuses on client communication, CRM administration, and concierge-level support, without performing regulated financial brokerage.
You will conduct scheduled calls, review portfolio context, guide clients through the platform, and ensure compliance with strict data protection and anti-fraud rules while
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