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- 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
- ...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...SuggestedWork 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...SuggestedFull time- ...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
- ...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
$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... ...Description Develops and maintains long term client relationships. Actively manages client expectations to ensure maximum satisfaction...Full timeTemporary workPart timeWork experience placementWork at office
- ...BRCityHoustonJob TypeFull Time Your roleAre you truly service oriented? Do you know how to take care of people?We’re looking for a Client Associate to:• Keep management systems up-to-date with client information• Educate clients on account services and capabilities• Help...Flexible hours
$87.36k - $131.04k
Job ID: 97625825136Posted: 2026-07-13Location: Houston, Texas, United StatesSalary: $87 360,00 - $131 040,00Category: Private Client Coverage, WealthCompany: CitiThis is a seasoned professional role responsible for applying in-depth disciplinary knowledge to improve processes...Full time- ...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 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
- ...who can provide operational and administrative support to Financial Advisors. You'll: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for...Work at officeFlexible hours
- ...includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.ESSENTIAL DUTIES AND RESPONSIBILITIESFollowing is a summary of the essential...Full timePart timeWork at officeMonday to FridayShift workDay shift
$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...- ...Income Housing Tax Credit developments and workforce housing. CDB's clients include for-profit and not-for-profit developers, government... ...-based organizations. As a Community Development Banking Associate within our Commercial Real Estate team, your initial responsibility...Permanent employment
- ...City Houston Your role keep management systems up-to-date with client information educate clients on account services and... ...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- ...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 transparency...Seasonal workWork at officeWork from homeShift workDay shift
- ...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
- ...UBS is seeking a Client Associate in Houston, Texas. In this role, you'll support the team by maintaining client information and preparing reports for meetings. The ideal candidate should have 2-5 years in client service within finance, along with series 7 and 66 licenses...
- ...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
- ...Client Service Associate - Houston Area A boutique wealth management firm located in Houston is seeking a Client Service Associate to join their team. Candidates must have 5-10 years of experience in wealth management or financial services. This position is 20% administrative...
- ...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can...Work at officeImmediate start
$18 - $28 per hour
...pride ourselves on delivering excellent service and maintaining strong client relationships. Position Overview We are seeking a professional and customer-focused Entry Level Client Service Associate to support our Houston operations. This role involves assisting clients...Hourly payPermanent employmentFlexible hours- ...fully virtual team, supporting union members and credit union clients nationwide. These individuals have requested information about... ...client service strongly preferred Strong communication and relationship-building skills Self-motivated, organized, and comfortable...Remote jobWeekly payFull timeFlexible hours
- ...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...Full timeWork at officeLocal area
- DescriptionSummary: Responsible for managing the firm’s Client Service team, including its staff, daily operations, as well as team engagement with clients and other internal firm departments.Client ResponsibilitiesWorks with clients to open and/or service portfolio accounts...Full timeWork at officeRemote workWork from homeFlexible hours
$130k - $150k
...specialists dedicated to making you and the clients succeed. You bring the legal... ...Liaison handle ongoing client follow-up and relationship management, so no detail falls through... ...a former solo practitioner or senior associate who wants to spend more time practicing...Full timeContract workRemote workFlexible hours
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