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$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, serving as...SuggestedWork at officeRemote work- Client Retention Associate page is loaded## Client Retention Associatelocations: Houston, TXtime type: Full timeposted on: Posted 2 Days Agojob... ...* Proactively reach out to inactive clients to rekindle relationships and encourage their return* Communicate our services and...SuggestedDaily paidWork at officeRelocation
- A leading global wealth manager is seeking a Registered Client Associate in Houston, Texas. The successful candidate will play a key role in supporting client relationships, keeping management systems updated, and assisting in report preparations. Ideal candidates should...Suggested
- ...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
$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$69.13k - $96.47k
...standards, and apply analytical thinking. They ensure seamless client onboarding and account opening processes within Citigroup's... ...onboarding & account opening, KYC process management, client relationship management and documentation oversight. Deals with most problems...- 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
- ...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
- ...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
- ...focused on delivering results with a strong client‑first culture centered on a strong... ...process. Job Summary: The Client Service Associate (CSA) is a key member of the Brasada... ...experience - whether welcoming new relationships, supporting ongoing needs, or ensuring...Work at office
- Client Service Associate Houston, TX, US, 77001 Location: Houston -HOUS Areas of Interest: Wealth Management Application Deadline: 05/15... ...investment management. The CSA is responsible for developing relationships with clients and assisting clients with inquiries and...Work at office
- Job Description As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio... ...leading client interactions to retain and develop deeper relationships. Key Responsibilities Assist advisor(s) in servicing...H1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
- ...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
- A leading financial institution in Houston is seeking a Client Service Associate to serve as the primary contact for high net worth clients... ...inquiries and problem resolutions while developing strong relationships with clients and financial advisors. The ideal candidate...
- ...Registered Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial... ...Creates and maintains records and files utilizing Client Relationship Management (CRM) software. Assists Financial Advisors...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
- ...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...
- ...Client Service Associate If you are a collaborative team player, solutions-oriented, and committed to delivering premier client service... ...responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all...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...
$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- ..., 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, you... ...fostering, improving, and growing client relationships. You will serve as the primary contact for all...Work at office
- ...advisors and their prospective and existing clients and other branch staff team members.... ...a dynamic Registered 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
- ...Identification 210639487 Job Category Client Service Business Unit Asset & Wealth Management... ...the place for you! As a Client Service Associate within the U.S. Private Bank at J.P.... ..., deepening and enriching client relationships. You will serve as the primary point of...Full timeWork at officeShift work
- Your role keep management systems up-to-date with client information educate clients on account services and capabilities help with... ...team in the River Oaks office. As a Registered Client Associate, you’ll be an integral part of our team, participating fully in...Full timeWork at officeFlexible hours
- A leading financial services firm in Houston is seeking a Client Associate to enhance the wealth management experience for ultra-high net worth clients. You will support Financial Advisors by managing client onboarding and executing investment trades, along with administrative...
- Bank of America in Houston is seeking a motivated Client Service Associate for Merrill Wealth Management. The role involves delivering excellent client support to Financial Advisors and ensuring alignment with bank policy. Candidates should demonstrate a client-centric...
- 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...
- 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 client meetings collect the right documentation for opening new accounts and service...Full timeWork at office
- ...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
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