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 1–3 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

Why Join Us 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

If you’re attentive, organized, and love supporting teams -we’d love to hear from you.