Business & Client Support Associate

Location : Remote (India)Experience : 3-4 yearsWorking Hours : 7 : 30 PM – 4 : 30 AM IST (later 6 : 30 PM – 3 : 30 AM IST)Weekends : Saturday & Sunday OFFMode : Work From HomeStart : Immediate joiners preferredRequirements : Own laptop + stable Wi-FiWe 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 notesUpdate CRM records (HubSpot or other CRM tools) with complete detailsSend follow-ups on text, email, and calls on behalf of the advisorManage, organize, and track leads across different pipelinesEnsure all information is properly documented and error-freeCoordinate with advisors for daily tasks and remindersHandle basic data entry and maintain Google Sheets / ExcelSupport any additional tasks assigned by advisors or managersWhat We’re Looking For 1–3 years of experience in support, coordination, CRM, or operations rolesGood communication skills (spoken & written)Strong attention to detail and ability to multitaskBasic knowledge of CRM systems (HubSpot is a bonus)Comfortable using Google Sheets, Excel, Docs, GmailReliable, organized, and eager to learnMust have your own laptop and strong Wi-Fi connectionComfortable working Night Shift (US Time Zone)Immediate joiners preferredWhy Join Us Work directly with top advisors in a growing Wealth & Tax firmLearn real US-based workflows, CRM, and client managementFriendly, supportive, growth-focused environmentStable role with long-term potentialWeekends offIf you’re attentive, organized, and love supporting teams -we’d love to hear from you.