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- ...do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great... ..., and manage risk Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation...SuggestedSeasonal workWork at officeWork from homeFlexible hoursShift workDay shift
- ...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...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...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. Responsibilities Provide client...SuggestedSeasonal workShift workDay 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
$100k - $120k
...Client Success Associate Who we are looking for: 3-5 years of experience in a client success, account management, or other customer-facing... ...to each client's needs. Build strong, trust-based relationships with clients to drive satisfaction and engagement. Serve...Work at officeRemote work- ...professionals for this role. JOB DESCRIPTION As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you... ...for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service...Work at office
- ...Client Services Associate (Remote) Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel... ...Associate will play an active role in developing new client relationships and contributing to the continued growth of the business...Remote workFlexible hours
- ...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth... ...with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate...Work at officeLocal area
- ...individual, small business and institutional clients. We are a longstanding leader in... ...dedication. As a Registered Client Service Associate, you will provide dedicated support to... ...to retain and develop deeper relationships. At Ameriprise Financial, we take pride...Full timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
$54k - $65k
...Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive... ...the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our...- ...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
$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$75k - $85k
...Step into a role where relationship-building meets precision and organization. As a Client Services Associate, you’ll be the trusted point of contact for high-net-worth clients, ensuring their needs are met seamlessly while supporting the team with operational excellence...Work at officeLocal areaFlexible hours- ...Client Associate 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
- ...Client Associate 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
- ...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
- ...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
- ...Client Service Associate At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all... ...Job Description Develops and maintains long term client relationships. Actively manages client expectations to ensure maximum satisfaction...Full timeTemporary workPart timeWork experience placementWork 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- ...million individual, small business and institutional clients. We are a longstanding leader in financial planning and... ...world. Job Description The Registered Client Service Associate utilizes the client relationship model and turnkey tools to assist advisors in servicing...Home 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
$60k
...Capital is looking for a dynamic Wealth Management Operations Associate/Client Service Associate in Houston, Texas. This role involves... ...essential support to Financial Advisors and managing client relationships effectively. The ideal candidate should excel in a fast-paced...- ...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
- ...NPAworldwide is seeking a Client Service Associate (RIA) in Houston, TX, to provide exceptional client experiences in a boutique wealth management firm. The role involves opening accounts, facilitating transactions, and maintaining client records, while collaborating...
- JPMorgan Chase & Co. is seeking a Private Client Investment Associate for its Houston branch. This role involves providing client service, operational... ...Management. The ideal candidate will assist in managing relationships, facilitate operational requests, and support risk...
- ...City Houston Your role keep management systems up-to-date with client information educate clients on account services and capabilities... ...with an established team in the River Oaks office. As a Client Associate, you’ll be an integral part of our team, participating fully in...Full timeWork at office
$60k
...Client Relations Associate – Entry Level Location: Houston, TX (Hybrid) Job Type: Full-Time (W-2) Compensation: Expected first-year... ...jobs, and services ● Build strong client and candidate relationships through clear communication ● Help identify staffing solutions...Full timeWork at officeRemote workMonday to Friday- ...internet chat. Conducting periodic and regular surveys of clients to determine satisfaction and opportunities to advise on other... ...Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-...Full timeContract work
- ...Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including Client Service, Registered...Immediate start
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