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.
$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$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$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- 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...SuggestedContract workWork at officeLocal areaShift work
- 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...SuggestedWork at officeRelocation
- ...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
$100k - $120k
...Houston. Who we are looking for 3-5 years of experience in a Client Success, Account Management, or other customer-facing role. Exceptional... ...tailored to each client’s needs. Build strong, trust-based relationships with clients to drive satisfaction and engagement. Serve as...Work at officeRemote work- ...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
$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 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
- ...Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem... ...Creates and maintains records and files utilizing Client Relationship Management (CRM) software. Assists Financial Advisors...Work experience placementWork 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
- 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
$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...$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- ...solutions orientated and delivers premier client service, J.P. Morgan is the place for you! As a Client Service Associate within the U.S. Private Bank at JP Morgan,... ...for fostering, improving, and growing client relationships. You will serve as the primary contact for...Work at office
- Latin America Private Bank- Client Service Associate (Spanish Speaking) Job Description As a Senior Client Service Associate within the Latin... ...for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service...Work at office
- JPMorgan Chase & Co. is seeking a Senior Client Service Associate to join its Latin America Private Bank team in Houston, TX. The associate... ...will be responsible for maintaining and enriching client relationships, serving as the primary point of contact for all service-...Bank staff
- Gallagher in Houston is seeking a Client Associate who thrives in a collaborative and service-driven environment. This role is crucial for supporting clients and internal teams to achieve business success through integrity, teamwork, and innovation. The ideal candidate...Work at officeFlexible hours
- BNY Mellon is hiring an Associate, Client Processing I in Houston, TX. The role includes providing client service and transactional support, processing account transactions, and collaborating with other teams to ensure service delivery. Candidates should possess a Bachelor...
- alliantgroup is seeking a TCS Associate in Houston, TX, to manage client portfolios while providing strategic guidance. In this role, you will collaborate with attorneys and oversee client relations, ensuring exceptional service across diverse industries. The ideal candidate...
- ...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
- ...someone 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...Full timeWork at officeFlexible hours
- Bank of America seeks a client service support professional in Houston, Texas, for Merrill Wealth Management. This role involves educating clients on banking services and ensuring the accuracy and completeness of client interactions. The candidate should hold necessary...Work at office
- ...Job Description Job Description Working with the Commercial Lines Account Manager in the management of assigned client accounts. This involves responsibility for every aspect of an account, from daily servicing, billing and invoicing, issuance of certificates and...
- A leading financial services firm is seeking a Registered Client Service Associate to provide exceptional client services and support Financial Advisors in Houston, Texas. Key responsibilities include managing client inquiries, executing transactions, and maintaining client...
- ...administrative support within our Wealth Management team in Houston, Texas. The successful candidate will maintain management systems, assist clients, prepare reports, and organize marketing events. You will need a high school diploma, client service experience, and Series 7 and 6...Full time
- ...can provide operational and administrative support to Financial Advisors. Responsibilities 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...Full timeWork at office
$75k - $105k
Reporting to the Client Operations Manager, the Senior Client Operations Associate serves as a senior team lead within the Client Operations group. This individual is responsible for owning key client service workflows, supporting operational execution, and providing day...Internship- 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...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Relationship Associate. Be the first to apply!
- client services associate Houston, TX
- client relationship associate Houston, TX
- client success associate Houston, TX
- client solutions associate Houston, TX
- client account associate Houston, TX
- client engagement associate Houston, TX
- client services associate
- client relationship associate
- client success associate
- client solutions associate


