Business & Client Support AssociateIndore Prime Properties • dehradun, India
Business & Client Support Associate
Indore Prime Properties • dehradun, India
3 days ago
Job description1–3 years of experience in support, coordination, CRM, or operations roles Good communication skills (spoken & written) Strong attention to detail and ability to multitask Basic knowledge of CRM systems (HubSpot is a bonus) Comfortable using Google Sheets, Excel, Docs, Gmail Reliable, organized, and eager to learn Must have your own laptop and strong Wi-Fi connection Comfortable working Night Shift (US Time Zone) Immediate joiners preferred Work directly with top advisors in a growing Wealth & Tax firm Learn real US-based workflows, CRM, and client management Friendly, supportive, growth-focused environment Stable role with long-term potential Weekends off
Location : Remote (India)
Experience : 3-4 years
Working Hours : 7 : 30 PM – 4 : 30 AM IST (later 6 : 30 PM – 3 : 30 AM IST)
Weekends : Saturday & Sunday OFF
Mode : Work From Home
Start : Immediate joiners preferred
Requirements : Own laptop + stable Wi-Fi
We are looking for a sweet-smart, detail-oriented Client Support & CRM Assistant to work closely with our Business Advisors, Tax Advisors, and Relationship Managers. You will be on live client / prospect calls and help capture details, update CRM notes, manage follow-ups, and support day-to-day tasks.
This is a great role for someone who is organized, attentive, and enjoys helping teams stay productive.
What You Will Do
- Join client & prospect calls with advisors and take accurate notes
- Update CRM records (HubSpot or other CRM tools) with complete details
- Send follow-ups on text, email, and calls on behalf of the advisor
- Manage, organize, and track leads across different pipelines
- Ensure all information is properly documented and error-free
- Coordinate with advisors for daily tasks and reminders
- Handle basic data entry and maintain Google Sheets / Excel
- Support any additional tasks assigned by advisors or managers
What We’re Looking For
Why Join Us
If you’re attentive, organized, and love supporting teams -we’d love to hear from you.
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Client Support Associate • dehradun, India
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