Business & Client Support Associate

3 weeks ago


New Delhi, India Indore Prime Properties Full time

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-FiWe are looking for a sweet-smart, detail-orientedClient Support & CRM Assistantto 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 DoJoin client & prospect calls with advisors andtake accurate notes Update CRM records (HubSpot or other CRM tools) with complete details Send follow-ups on text, email, and callson 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 managersWhat We’re Looking For1–3 yearsof experience in support, coordination, CRM, or operations roles Good communication skills (spoken & written) Strong attention to detail and ability to multitask Basic knowledge ofCRM systems(HubSpot is a bonus) Comfortable usingGoogle Sheets, Excel, Docs, Gmail Reliable, organized, and eager to learn Must have your own laptopandstrong Wi-Fi connection Comfortable working Night Shift (US Time Zone) Immediate joiners preferredWhy Join UsWork 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 offIf you’re attentive, organized, and love supporting teams -we’d love to hear from you.


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