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$100k - $120k
...Client Success Associate Location: This position is remote, with preference to candidates located in Houston. Who we are looking... ...to each client's needs. Build strong, trust-based relationships with clients to drive satisfaction and engagement. Serve...SuggestedWork at officeRemote work- ...As a Client Retention Associate, you will gain a strong foundation in specific industries and tax, in addition to developing your critical thinking... ...* Proactively reach out to inactive clients to rekindle relationships and encourage their return * Communicate our services...SuggestedDaily paidWork at officeRelocation
$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...SuggestedHourly payContract workWork at officeLocal areaRemote workWorldwideShift work- ...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...Seasonal workWork at officeWork from homeShift workDay shift
- ...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... ...experience. Previous experience managing client relationships. Behaviors Detail‑oriented and able to...Full timeWork at officeLocal areaFlexible hours
- ...most important people decisions. We help clients build better workplaces, where people... ...of work; think of Gallagher. Client Associate At Gallagher, we're looking for someone... .... Previous experience managing client relationships. Behaviors: Detail-oriented and can...Full timeLive outWork at officeLocal areaFlexible hours
- ...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
- 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
- ...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
- ...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 Registered Client Service Associates provide exceptional service to our clients and support Financial... ...with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate...Work at officeLocal area
$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$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- ...Morgan-Stanley in Houston is seeking a Client Service Associate to support Financial Advisors with client relationships and transactions. This role involves educating clients on digital tools and providing administrative support while ensuring a client-first approach....
- ...Our boutique investment advisory firm is looking for a Client Service Associate who will support the registered financial advisors by providing... ...assistance and overseeing daily operations Building relationships with clients through communication, both verbal and...Work experience placementWork at office
- ...million individual, small business and institutional clients. We are a longstanding leader in financial planning and... ...the world.Job DescriptionThe Registered Client Service Associate utilizes the client relationship model and turnkey tools to assist advisors in...Full timeHome office
$55k - $60k
...meaningful connections with partners, clients, and communities. Job Description... ...polished and dependable Client Service Associate to join our team in Houston. In this role... ...client satisfaction and build long-term relationships Support administrative tasks and...Full time- ...Job Description Job Description Client Service Associate | Houston, TX (Galleria) | On-Site We're conducting a confidential search... ...focused, this firm has built its reputation on exceptional relationships and a culture where people are genuinely valued. About...Full timeFlexible hours
- ...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
- ...Morgan Wealth Management, offers U.S. based clients and their advisors the personalized... ...clients' specific needs. As a Client Associate in J.P. Morgan Advisors, you will provide... ...will establish, maintain, and build relationships while delivering exceptional client service...Local area
- Job Description Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional... ..., providing personalized solutions and building lasting relationships. With a commitment to career growth and mobility, you'll...Local area
- ...assist Financial Advisors and provide clients with quality service. Follows established... ...is seeking a dynamic Client Service Associate who is a motivated, detail oriented and... ...maintains records and files utilizing Client Relationship Management (CRM) software.* Assists...Work experience placementWork at office
- TwinThread seeks a Client Service Associate for its Private Bank in Houston, Texas. This role involves providing exceptional service to high... ...also required, along with a focus on exceptional client relationships and adherence to regulatory policies. Competitive compensation...Work at office
- ...your career with an industry‑leading firm? As a Registered Client Service Associate you will provide dedicated support to high‑producing... ...leading client interactions to retain and develop deeper relationships. You will be part of a team that delivers a personalized...Full timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
$65k - $83k
J.P. Morgan seeks a Senior Client Service Associate in Houston, TX, to maintain and deepen client relationships in the Latin America Private Bank. The role involves serving as the primary contact for clients, ensuring exceptional service, and collaborating with various...- ...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 If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan... ...responsible for fostering, improving, and growing client relationships. You will serve as the primary contact for all service-related...Work at office
- ...Client Service Associate I Join our dynamic team as a Client Service Associate I and become a vital part of our mission to elevate our... ...through processing, with a focus to establish and maintain relationships with all stakeholders Partner across wider global team...
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