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 Coozmoo Digital Solutions Inc.
$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- ...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. We believe trust comes from...SuggestedSeasonal workWork at office
- Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management... ..., providing personalized solutions and building lasting relationships. With a commitment to career growth and mobility, you'll...SuggestedLocal area
- ...Registered Private Wealth Client Associate Houston, Texas To proceed with your application, you must be at least 18 years of age.... ...help 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
- ...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
- ...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
$50k - $60k
...Client Relations Associate – Entry Level Location: Houston, TX (On-Site) 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...Full timeWork at officeRemote workMonday to Friday$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 office$87.36k - $131.04k
...partners (KYC, Account Opening and product partners) to fulfill client requests. Responsibilities Applies specialized knowledge... ...interpersonal skills. Ability to manage internal and external relationships. High degree of engagement and attention to detail. Ability to...Full time- 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....
- ...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....
- J.P. Morgan Chase is seeking a Private Client Investment Associate in Wealth Management. You will provide client service and operational support... ..., trades, and requests while contributing to client relationship growth. The role emphasizes risk management, compliance,...
$87.36k - $131.04k
...partners (KYC, account opening, and product partners) to fulfill client requests while maintaining constant communication. Provides... ...interpersonal skills. Ability to manage internal and external relationships. High degree of engagement and attention to detail. Ability...$87.36k - $131.04k
...objectives. This individual plays a pivotal role impacting the client experience. This role requires internal collaboration... ...interpersonal skills Ability to manage internal and external relationships High degree of engagement and attention to detail Ability to...Full time$70k - $90k
...Position Title : Client Service Associate Salary Range: $70,000-$90,000 / DOE, plus an estimated 5%-15% discretionary annual bonus based... ...oversee account openings and transfers, support client relationships, maintain CRM records, schedule meetings, coordinate with...Work at officeFlexible hours- ...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
- ...About the job Client Services Associate Client Services Associate (Remote) About Hello Sunshine Travels Hello Sunshine Travels... ...will play an active role in developing new client relationships and contributing to the continued growth of the business...Remote workFlexible 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
- ...Job Description POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s... ...interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful...Work at officeLocal 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
- ...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
- As a Private Client Investment Associate Team Leader within JPMorgan Wealth Management, you will be responsible for the strategic leadership of... ...products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We...
$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- ...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
- ...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
$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$80k - $120k
Wealth Management Associate / Client Service Associate (RIA) Location: Houston, TX (Galleria Area, On-site) Compensation: $80,000-$120,00... ...has built its reputation on exceptional service, meaningful relationships, and genuine client care. Just as importantly, this is a...$80k - $120k
Job Description Client Service Associate (RIA) Location: Houston, TX (Galleria area, On-site) Industry: Wealth Management Salary: $80k to $... ...built its reputation on exceptional service, meaningful relationships, and a genuine commitment to care. Just as importantly, this...- ...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
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