Client Relationship Associate
Coozmoo Digital Solutions Inc.
As a Client Relationship Associate at Coozmoo Digital Solutions, you’ll support the successful delivery of client projects by managing day-to-day coordination and communication. Acting as a key link between clients and internal teams, you’ll help ensure requirements are clearly captured, updates are shared on time, and execution stays aligned with expectations. You’ll work closely with Managers, analysts, and cross-functional teams to track progress, address issues early, and maintain consistent communication. This role requires strong organizational skills, attention to detail, and a proactive approach to supporting client satisfaction and smooth project outcomes. What You’ll Do Support client accounts through clear coordination andtimelycommunication Assistin gathering, documenting, and organizing client requirements Coordinate with internal teams to align on tasks, timelines, and deliverables Track progress, follow up on action items, and flag risks early Share updates, feedback, and milestones with clients and stakeholders Support testing, quality checks, and final delivery reviews Manage and guide junior team members, ensuring task clarity, quality, andtimelyexecution Review team output, track reporting, and support workload planning for assigned resources You’ll Shine Here If You Communicate clearly and collaborate well across teams Are organized, detail-oriented, and proactive in follow-ups Understand project workflows and client expectations Can manage responsibilities independently while supporting others Take ownership of deliverables and team outcomes Have experience mentoring juniors and managing day-to-day team reporting Why Coozmoo? CoozmooDigital Solutions,establishedin 2019, is a global team based in the US and India that connects brands with their audiences through strategic planning, creative content, and data-informed outcomes. They emphasize curiosity, collaboration, and innovation, working closely with clients frominitialconcept to final delivery to address challenges and achieve impactful results. The company fosters a culture that values great people, creativity, openness, and teamwork, all within a fun and flexible environment.Coozmooprovidesitsemployees, regardless of experience level, with the necessary resources and autonomy to perform at their best daily. AtCoozmoo, we value honest teamwork, meaningful growth, and real impact. Transparency and trust guide us. Collective success matters more than individual wins. Fresh ideas and honest feedback are our norm. We take ownership—from concept to results. Working here means a fast-paced, purposeful environment with partnerships between clients and your team.You’llfind supportive conversations, respect, creativity, and learning at every turn. Diversity and inclusion are core to who we are. Benefits You’ll Love Experience a consistently positive environment that values your contribution, meaning, andimpactevery day Collaborate with the leadership team on global projects and access upskilling opportunities through premium training modules, courses, and mentorship programs Enjoy flexible schedules and generous paid time off (PTO) to stay refreshed, focused, and maintain a healthy work-life balance Paid maternity benefits and parental leave to support new parents during important life milestones Provident Fund (PF) and Employee State Insurance (ESI) to avail statutory financial and medical benefits Receive regular recognition, referral bonuses, and competitive compensation for your dedication and contributions Celebrate your milestones and loyalty with a retention bonus equivalent to two months’ salary upon completing three years with us Celebrate personal achievements — including a special bonus on your marriage while being part of our team Who Can Apply You are a postgraduate or graduate with 2+ years of experience in a client-facing or similar role, with hands-on exposure to client interaction, coordination, and execution. You demonstrate excellent communication and convincing skills, can manage day-to-day client conversations confidently, and have experience supporting or managing junior team members. Strong organizational abilities and a collaborative mindset are essential for success in this role. #J-18808-Ljbffr
$85k - $100k
...Client Relationship Associate – Houston, TX Job Description Angeles Wealth Management ("AWM") seeks a detail-oriented, client-focused Client Relationship Associate to support the delivery of a high-quality wealth management experience for clients and advisors. This role...SuggestedWork at officeLocal areaWork from homeMonday to Thursday$65k - $85k
...sustainable businesses and expand our associates’ potential for career advancement. Headquartered... ...diligence and compliance support to Relationship Managers (RMs) and Portfolio Managers (... ...to time based on business needs. New Client Intake & Vetting (All Customers) Serve...SuggestedWork at office- ...Registered Wealth Management Client AssociateHouston, TexasAdditional locations×To proceed with... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their...SuggestedSeasonal workWork at officeWork from homeDay shift
- ...Private Wealth Client Associate Houston, Texas To proceed with your application, you must be at least 18 years of age. Acknowledge... ...clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...Job Overview This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities... ..., and manage risk Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting...SuggestedSeasonal workWork from homeShift workDay shift
- ...Overview Merrill Wealth Management is hiring a Financial Advisor Client Associate to provide client service support to multiple Financial... ...(FA) requests. Identify, deepen, and maintain client relationships through emphasizing the bank’s offerings and promoting the...Seasonal workWork from homeShift workDay shift
$21.75 - $44.5 per hour
...industry. Job Description: The Client Engagement Specialist (CES) plays a pivotal... ...demands a proactive mindset, strong relationship management skills, and the ability to... ...the applicable geographic differential associated with the location at which the position...Hourly payContract workWork at officeLocal areaRemote workWorldwideShift work- ...most important people decisions. We help clients build better workplaces, where people... ...and people prosper. As a Client Service Associate, you’ll play a key role in delivering... ...preferred. Previous experience managing client relationships. Behaviors: A knack for organization...Full timeLive outWork at officeLocal areaFlexible hours
- ...Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor... ...with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate...Work at officeLocal area
- ...Responsibilities Client Support: Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships. Executing money movement transactions at the request of the client and/or FA/PWA/team....Work at officeLocal area
- ...The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service... ...that exceeds their expectations. If you love building relationships, connecting with clients, managing a diversity of tasks,...Internship
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin... ...and NIGOs that impact client accounts Develop a strong relationship with custodians to provide extraordinary client service...Work at office- ...Client Service Associate At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all... ...Develops and maintains long term client relationships. Actively manages client expectations to ensure maximum satisfaction...Full timeTemporary workPart timeWork experience placementWork at office
- Pennington Partners & Co. in Houston, Texas, is seeking a Client Relationship Associate to support day-to-day interactions with clients in private wealth management. This entry-level role is ideal for motivated recent graduates who wish to build their careers in a client...
- Client Engagement Senior Associate, Tax Operations At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work... ...and operational integrity. A proactive mindset, strong relationship management, and the ability to anticipate and solve for...Contract workWork at officeLocal areaShift work
- ...while promoting State Farm's premier insurance and financial service products. As an agent, you will forge strong customer relationships, guide clients through comprehensive insurance options, and drive business growth by generating leads. Strong communication skills and...For contractors
- Y.N. Marketing Solutions Inc. is seeking a motivated Client Relations Associate to join our team in Houston, TX. You will serve as a liaison... ...between clients and the company, helping to build lasting relationships, deliver exceptional service, and ensure client success....
- Client Experience AssociateSkip to main content#Client Experience Associate page is loaded## Client Experience AssociateApplylocations: TX - Houston (77049)time type:... ...an unwavering focus on smart risk management, relationship-based customer service and community...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...Solutions Inc. is seeking a motivated and customer-focused Client Relations Associate to join our growing team in Houston, TX. In this role,... ...between our clients and our company, helping to build lasting relationships, deliver exceptional service, and support client success....
- ...most important people decisions. We help clients build better workplaces, where people... ...service‑driven environment. As a Client Associate, you’ll play a key role in supporting... .... Previous experience managing client relationships. Behaviors Detail‑oriented and able to...Full timeWork at officeLocal areaFlexible hours
- As a Client Retention Associate, you will gain a strong foundation in specific industries and tax, develop critical thinking skills, and learn... .... Proactively reach out to inactive clients to rekindle relationships and encourage their return. Communicate our services and...Work at officeRelocation
- ...structure, we remain deeply committed to our entrepreneurial roots—valuing agility, creativity, and an unwavering client focus. The Client Relationship Associate is an entry-level position designed for motivated recent graduates who are eager to launch their careers in...Part timeInternshipWork at officeLocal areaWork from homeWorldwide
- ...through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from...Seasonal workWork at officeWork from homeShift workDay shift
- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible... ...for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service...Work at office
- ...Client Service Associate Under direct supervision, uses intermediate skills obtained through experience and training to assist Financial... ...Creates and maintains records and files utilizing Client Relationship Management (CRM) software. Assists Financial Advisors with...Work experience placementWork at office
- ...Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members... ...Creates and maintains records and files utilizing Client Relationship Management (CRM) software. Assists Financial Advisors...Work experience placementWork at office
- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible... ...for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service...Work at office
$49k - $54k
...Client Service Associate Catch Vibe Voice is a forward-thinking communications and client-engagement firm dedicated to delivering exceptional... ...elevate their outreach, strengthen customer relationships, and expand their market influence through innovative strategies...Full time- ...Senior Client Service Associate Founded in 1983, Westwood offers a broad array of investment solutions to institutional investors, private... ...and administrative support. By building trusted client relationships, maintaining accuracy in systems and executing operational...Work at officeImmediate startVisa sponsorship
- ...individual, small business and institutional clients. We are a longstanding leader in... ...and we are looking for a Client Service Associate to join our operations team! The Client... ...support; responsible for using the client relationship model and turnkey tools. Activities may...Work at officeHome office
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