client services associate

Veclar Technologies

<p><b>Job Title:</b> Customer Relationship Associate<br/><b>Location:</b> On-Site<br/><b>Job Type:</b> Full-Time<br/><b>Shift:</b> Night Shift (5:45 p.m. &ndash; 3:00 a.m.)<br/><b>Compensation:</b> PKR 80,000 &ndash; 150,000/month + Commission</p><p><b>About Veclar Technologies</b></p><p>Founded in 2018, Veclar Technologies is a U.S.-based B2B organization providing digital solutions tailored for real estate professionals across the U.S. and Canada. We empower businesses through innovative IT services, strategic marketing, and effective customer acquisition strategies.</p><p><b>Role Overview</b></p><p>We are seeking a proactive and customer-focused <b>Customer Relationship Associate</b> to enhance client engagement and support long-term satisfaction. In this role, you will act as the primary bridge between clients and internal teams&mdash;ensuring smooth onboarding, continuous support, and consistent value delivery throughout the client journey.</p><p><b>Key Responsibilities</b></p><ul><li>Serve as the main point of contact for assigned client accounts while delivering prompt, professional communication.</li><li>Work closely with client managers to understand client goals and propose personalized solutions.</li><li>Manage and streamline the onboarding process, ensuring a seamless and positive experience.</li><li>Track account performance to identify opportunities for upselling and cross-selling.</li><li>Handle client queries, resolve issues efficiently, and escalate complex concerns when necessary.</li><li>Maintain accurate client records through CRM systems.</li><li>Prepare and deliver reports on account performance, client satisfaction, and key metrics.</li><li>Coordinate with internal teams&mdash;including sales, marketing, and operations&mdash;to fulfill client requirements.</li><li>Stay informed about industry trends to offer relevant insights and suggestions.</li><li>Support KPIs relating to client retention, satisfaction, and revenue growth.</li></ul><p><b>What We Offer</b></p><ul><li><b>Career Development:</b> Mentorship programs, skill-building opportunities, and clear paths for advancement.</li><li><b>Innovative Culture:</b> Work within a cutting-edge tech environment transforming the real estate industry.</li><li><b>Collaborative Team:</b> A supportive, teamwork-driven workplace.</li><li><b>Competitive Compensation:</b> Attractive salary, commissions, bonuses, and paid training.</li><li><b>Work-Life Balance:</b> Fixed night shift and annual paid leave.</li></ul><p><b>Requirements</b></p><ul><li>6 months to 2 years of experience in client services, sales, or account management (B2B experience preferred).</li><li>Strong communication and interpersonal skills.</li><li>Proficiency with CRM systems and client management tools.</li><li>Excellent attention to detail, with the ability to multitask and stay organized.</li><li>Self-motivated, goal-oriented, and capable of working independently or within a team.</li><li>Willingness to work night shifts aligned with North American time zones.</li></ul><p>Job Type: Full-time</p><p>Pay: Rs80,000.00 - Rs150,000.00 per month</p><p>Application Question(s):</p><ul><li>Are you open to working a night shift, as this role requires?</li><li>Would you be able to commute to or work from Bahria Town Phase 7 for this position?</li><li>May I ask if you had a chance to review the job description before submitting your application?</li></ul><p>Work Location: In person</p>

Customer Relationship Associate

Savvital

<div>
 <strong>
  About The Company
  <br/>
  <br/>
 </strong>
 Savvital is a forward-thinking organization that provides diversified services to small and medium-sized businesses in the international market to enable them to build their future while benefiting from our customized solutions. Our team of educated experts are motivated individuals excited to handle tasks that can bring capacity to your workday. Our Mission is to provide an affordable solution to growing companies through strategic task delegation. We envision creating an eco-system that resonates with the human touch every business needs.
 <br/>
 <br/>
 <strong>
  About The Role
  <br/>
  <br/>
 </strong>
 As an Associate - Client Services at Savvital, you will play a key role in providing administrative and operational support to our clients. This position offers an exciting opportunity for individuals with strong organizational skills, attention to detail, and a passion for delivering exceptional client services in a virtual environment.
 <br/>
 <br/>
 <strong>
  What You&rsquo;ll Be Doing
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Administrative Support - Perform general administrative tasks such as managing calendars and scheduling appointments.
  </li>
  <li>
   Communication Management - Act as a liaison between clients and internal teams, handling email correspondence, and ensuring timely and accurate communication.
  </li>
  <li>
   Meeting Coordination - Assist in coordinating virtual meetings, including scheduling, sending invitations, and preparing necessary materials.
  </li>
  <li>
   Task Prioritization - Prioritize tasks and manage time effectively to meet client deadlines and expectations.
  </li>
  <li>
   Research and Analysis - Conduct research on diverse topics as assigned, providing relevant information to decision making.
  </li>
  <li>
   Client Relationship Management - Build and maintain positive relationships with clients, understanding their needs and ensuring a high level of client satisfaction.
  </li>
  <li>
   Customer Complaint Analysis - Analyze customer complaints, identify underlying issues, and recommend effective solutions to enhance customer satisfaction.
  </li>
  <li>
   Price Quotes - Prepare and offer price quotes to clients&rsquo; customers, ensuring accuracy and alignment with product and service offerings.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  What We&rsquo;re Looking For
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Qualification: A 4-Year Bachelor's degree is preferable. Preferably in Accounting &amp; Finance/ Business Studies/ Economics/ Public Relations.
  </li>
  <li>
   Strong interpersonal and communication skills.
  </li>
  <li>
   Entry-level or minimal experience in client-facing roles.
  </li>
  <li>
   Detail oriented with the ability to manage multiple tasks.
  </li>
  <li>
   Willingness to learn
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Compensation &amp; Benefit
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Base Salary: Market Competitive.
  </li>
  <li>
   Allowances: Internet, Electricity, Wellbeing. Medical Insurance for you.
  </li>
  <li>
   Performance-based bonuses.
  </li>
  <li>
   Annual Bonus and Increments.
  </li>
  <li>
   Company-wide success bonuses.
  </li>
 </ul>
</div>


Associate - Client Services (SV-07)

<div><div><div><div>United States - California</div>
</div><div><div>Business management, administration and support
</div></div><div><div>Global Wealth Management
</div></div><div><p><b>Job Reference #</b></p>
<div>335222BR</div>
</div><div><p><b>City</b></p>
<div>Pasadena</div>
</div><div><p><b>Job Type</b></p>
<div>Full Time
</div></div><div><p><b>Your role</b></p>
<div>Are you truly service oriented? Do you know how to take care of people?<br>
<br>
We&rsquo;re looking for a Client Associate to:<br>
<br>
<ul><li>Keep management systems up-to-date with client information</li></ul><br>
<ul><li>Educate clients on account services and capabilities</li><li>Leverage various communication channels to keep in touch with clients</li><li>Collect the right documentation for opening new accounts and process service requests
</li><li>Help with the preparation of reports and other materials for client meetings</li><li>Plan team marketing events and maintain marketing materials</li><li>Provide the team with a detailed calendar of activities</li></ul><br>
Detailed salary information:<br>
<ul><li>Pasadena: the salary range for this role is $65000 to $75000</li></ul>
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.</div>
</div><div><p><b>Your team</b></p>
<div>You&rsquo;ll be working with a dynamic, growing team in Burbank, CA. As a Client Associate, you&rsquo;ll play an important role within the team, leading client service focus.</div>
</div><div><p><b>Your expertise</b></p>
<ul><li>SIE, Series 7 and Series 66 required (or must be obtained within 180 days)</li><li>Ideally 2 years of experience in client service, finance or banking sector preferred
</li><li>Bachelor's degree (preferred), focusing on financial market</li><li>Excellent communicator, with solid interpersonal skills</li><li>Detail and service oriented (nothing gets past you)</li><li>Proficient in Microsoft Office Suite and other technologies</li></ul>
</div><div><p><b>About us</b></p>
<div>UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.<br>
We know that great work is never done alone. That&rsquo;s why we place collaboration at the heart of everything we do. Because together, we&rsquo;re more than ourselves. Want to find out more? Visit ubs.com/careers.</div>
</div><div><p><b>How we hire</b></p>
<div>We may request you to complete one or more assessments during the application process. Learn more</div>
</div><div><p><b>Salary information</b></p>
<div>US Only: The expected salary range for this role is $65000 to $75000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see &laquo;Your role&raquo; section for detailed salary information.</div>
</div><div><p><b>Join us</b></p>
<div>At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We&rsquo;re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That&rsquo;s why collaboration is at the heart of everything we do. Because together, we&rsquo;re more than ourselves.<br>
We&rsquo;re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.</div>
</div><div><p><b>Disclaimer / Policy statements</b></p>
<div>UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.</div></div></div></div><div></div>

Client Associate

Echo Wealth Private Limited

<p>A client Associate taking the ownership of client relationship deepening the wallet share, ensuring the over financial wellbeing of the assigned client.</p><p>The key job responsibilities include:</p><p>1. Managing the client relations.</p><p>2. Financial Plan presentation for the assigned clients and handholding them to understand their financial situation and helping them to meet their financial goals.</p><p>2. Promptly respond to client queries received through phone / WhatsApp / Email etc., roll out other communication like welcome mail, meeting minutes etc.</p><p>3. Up keep of client portfolios in My Planner</p><p>4. Proactive task management - Ensure uber service level by adhering to the specified TATs for every task.</p><p>5. Work with all internal verticals &amp; departments including Tax, Financial Planning, Operations, Estate Planning, Real Estate, etc, and ensure the client&rsquo;s objective are met timely.</p><p>7. Coordinate with external vendors, product manufacturers, including Mutual Fund Houses, Portfolio Managers, Life &amp; General Insurance Companies, Loan Service Providers etc., for pulling reports, MIS data, follow up on closures etc.</p><p>8. Strictly adhere to compliance and Regulatory monitoring</p><p>9. 5 Vacancies at Trivandrum, Kochi, Kottayam, Kozhikode<br/>10. Minimum 3year experience in Bank, Insurance, Broking, Mutual Fund.</p><p>11.B.com or MBA or 5 Years Experience</p><p>Job Types: Full-time, Fresher</p><p>Pay: From ₹25,000.00 per month</p><p>Benefits:</p><ul><li>Provident Fund</li></ul><p>Work Location: In person</p>

<div><div><div><div>United States - Pennsylvania</div>
</div><div><div>Business management, administration and support
</div></div><div><div>Global Wealth Management
</div></div><div><p><b>Job Reference #</b></p>
<div>335219BR</div>
</div><div><p><b>City</b></p>
<div>Canonsburg</div>
</div><div><p><b>Job Type</b></p>
<div>Part Time
</div></div><div><p><b>Your role</b></p>
<div>Are you truly service oriented? Do you know how to take care of people?<br>
<br>
We&rsquo;re looking for a Part Time Client Service Associate to:<br>
<br>
<ul><li>keep management systems up-to-date with client information</li><li>educate clients on account services and capabilities</li><li>help with the preparation of reports and other materials for client meetings</li><li>collect the right documentation for opening new accounts and service requests</li><li>plan team marketing events and maintain marketing materials</li><li>provide the team with a detailed calendar of activities</li></ul></div>
</div><div><p><b>Your team</b></p>
<div>You'll be working along side a Wealth Management team in our Southpointe branch</div>
</div><div><p><b>Your expertise</b></p>
<ul><li>ideally 2+ years of experience in client service, within the finance sector</li><li>bachelor degree preferred, focusing on finance
</li><li>excellent communicator, with solid interpersonal skills</li><li>detail oriented (nothing gets past you)</li><li>proficient in Microsoft Office Suite</li></ul>
</div><div><p><b>About us</b></p>
<div>UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.<br>
We know that great work is never done alone. That&rsquo;s why we place collaboration at the heart of everything we do. Because together, we&rsquo;re more than ourselves. Want to find out more? Visit ubs.com/careers.</div>
</div><div><p><b>How we hire</b></p>
<div>We may request you to complete one or more assessments during the application process. Learn more</div>
</div><div><p><b>Join us</b></p>
<div>At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We&rsquo;re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That&rsquo;s why collaboration is at the heart of everything we do. Because together, we&rsquo;re more than ourselves.<br>
We&rsquo;re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.</div>
</div><div><p><b>Disclaimer / Policy statements</b></p>
<div>UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.</div></div></div></div><div></div>

Part Time Client Service Associate

MediaJenie

<p><b>About MediaJenie</b></p><p>MediaJenie is a strategy-led digital media agency. We work with technology companies, research organizations, B2B businesses, B2C Brands and funded startups to structure and communicate complex ideas clearly - across websites, content, design and digital platforms.</p><p>Our work is not limited to &ldquo;posting content&rdquo; or &ldquo;design execution&rdquo;. We help companies translate subject-matter expertise into audience-ready communication.</p><p><b>Role Overview</b></p><p>We are looking for a <b>Client Service Associate</b> who can act as the coordination bridge between clients and internal teams (design, content, and web/tech).</p><p>This is <b>not a sales role</b> and not a pure project coordinator role either.The position requires understanding client intent, organizing communication, clarifying requirements, and ensuring deliverables are executed properly and on time.</p><p>You will work directly with founders, marketing heads, product teams and subject-matter experts from client organizations.</p><p><b>Key Responsibilities</b><br/><b>Client Communication &amp; Relationship Management</b></p><ul><li>Act as primary point of contact for assigned client accounts</li><li>Understand client requirements and convert them into clear internal briefs</li><li>Conduct requirement calls and follow-ups</li><li>Track client feedback and approvals</li><li>Ensure timely communication and expectation setting</li></ul><p><b>Project Coordination</b></p><ul><li>Coordinate between design, content and development teams</li><li>Create structured briefs for:</li><li>Website projects</li><li>Social media communication</li><li>Branding &amp; creative deliverables</li><li>Content pieces (blogs, case studies, decks)</li><li>Track deliverables, timelines and dependencies</li><li>Manage revision cycles and approval processes</li></ul><p><b>Project Tracking &amp; Documentation</b></p><ul><li>Maintain task trackers and project status sheets</li><li>Send meeting notes and action items</li><li>Ensure deadlines are met across multiple parallel projects</li><li>Identify risks, delays or scope changes early</li></ul><p><b>Quality &amp; Clarity</b></p><ul><li>Review deliverables before sending to client (basic quality check)</li><li>Ensure client feedback is properly understood before passing to team</li><li>Help avoid rework caused by unclear instructions</li></ul><p><b>Required Skills</b></p><ul><li>Strong written and spoken English communication</li><li>Ability to understand structured discussions and summarize clearly</li><li>Comfortable coordinating with multiple stakeholders</li><li>Organized and detail-oriented</li><li>Ability to handle multiple ongoing projects</li></ul><p><b>Preferred Background (Important)</b></p><p>Candidates <b>must have one of the following experiences:</b></p><ul><li>Digital agency / creative agency client servicing</li><li>Website or branding project coordination</li><li>Social media account handling (agency side)</li><li>B2B marketing coordination role</li><li>Working with designers and developers in a delivery environment</li></ul><p>This role is <b>not suitable</b> for freshers without project coordination experience.</p><p><b>Tools You May Use</b></p><p>(Training will be provided where needed)</p><ul><li>Google Workspace (Docs, Sheets)</li><li>Project trackers (ClickUp / Notion / Trello or similar)</li><li>Basic CMS updates (WordPress or similar &mdash; optional)</li><li>Video meeting platforms (Google Meet / Zoom)</li></ul><p><b>Growth Path</b></p><p>This role is designed as an entry point into agency account management.</p><p>Career progression:<br/><b>Client Service Associate &rarr; Account Executive &rarr; Account Manager</b></p><p>As you grow, you will gradually handle:</p><ul><li>Larger client accounts</li><li>Independent client discussions</li><li>Communication strategy planning</li><li>Retainer accounts</li></ul><p><b>What This Job Is (Important to Read)</b></p><p>This role involves:</p><ul><li>Daily follow-ups</li><li>Managing feedback cycles</li><li>Handling last-minute client inputs</li><li>Clarifying vague client requirements</li><li>Organizing messy information into clear instructions</li></ul><p>If you enjoy structured coordination and communication clarity, you will do well here.</p><p><b>What This Job Is NOT</b></p><ul><li>Not a graphic designer role</li><li>Not a coding/developer role</li><li>Not a social media posting role</li><li>Not a sales/target role</li></ul><p><b>Compensation</b></p><ul><li>Salary: Based on experience and past role responsibility</li><li>Performance growth linked to ability to independently manage accounts</li></ul><p><b>How to Apply</b></p><p>Please apply through Indeed with:</p><ul><li>Updated resume</li><li>Short note (5&ndash;7 lines) describing a project you handled and your role in it</li></ul><p>Applications without this note are unlikely to be shortlisted.</p><p>Job Type: Full-time</p><p>Pay: ₹50,000.00 - ₹65,000.00 per month</p><p>Application Question(s):</p><ul><li>Have you coordinated work between clients and internal teams (designers, content writers, or developers)?</li><li>Have you handled multiple projects simultaneously with deadlines?</li><li>Are you comfortable with daily follow-ups and feedback management as a regular part of your job?</li><li>Are you able to work from our Bengaluru office (in-person role)?</li></ul><p>Experience:</p><ul><li>client servicing agency-level: 1 year (Required)</li></ul><p>Work Location: In person</p>

Client Service Associate - Digital & Creative Projects

IAID Performing Arts Academy

<p>We are looking for a dynamic and results-driven <b>Client Relations Associate</b> to join our team. This role is responsible for lead generation by identifying and cultivating potential customers to support the profitability and growth of the business. The position also involves managing both new and existing clients while consistently delivering high-quality customer service.</p><p><b>Key Responsibilities</b></p><ul><li>Generate leads by identifying and engaging potential clients</li><li>Build and maintain strong relationships with new and existing customers</li><li>Provide consistent, high-quality customer service at all times</li><li>Support business growth through client engagement and follow-ups</li><li>Assist in sales, business development, and marketing initiatives</li><li>Contribute to the execution of marketing campaigns and promotional activities</li></ul><p><b>Requirements</b></p><ul><li>Graduate of any bachelor&rsquo;s degree (preferably in Marketing or Business) or equivalent</li><li>Minimum of <b>2&ndash;3 years of experience</b> in a similar or related role</li><li>Supervisory experience is an advantage</li><li>Background in corporate sales, business development, or marketing campaigns</li><li>Strong communication and interpersonal skills</li><li>Ability to work in a fast-paced, multicultural environment</li></ul><p><b>What&rsquo;s in Store for You</b></p><ul><li>Clear <b>career growth opportunities</b> (Entry Level to Director&rsquo;s Level)</li><li><b>Tax-free remuneration</b></li><li>Comprehensive benefits package including:</li><li>Accommodation</li><li>Transportation</li><li>Air ticket</li><li>Visa sponsorship</li><li>And more</li><li>Exposure to a <b>diverse, multicultural work environment</b></li><li>Opportunities to enhance communication and professional skills</li><li>A fun, collaborative, and learning-focused workplace</li></ul><p>Job Type: Full-time</p><p>Pay: QAR3,500.00 - QAR5,000.00 per month</p>

Client Relations Associate

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