Business & client support associate

3 weeks ago

Delhi, India Indore Prime Properties Full time

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 notes- Update CRM records (Hub Spot 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 managersWhat 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 (Hub Spot 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 preferredWhy 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 offIf you’re attentive, organized, and love supporting teams -we’d love to hear from you.

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    3 weeks ago

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