Business & Client Support Associate

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.