Client Relationship Associate (US Process)

• Communicate with US-based clients through email, phone, and chat.
  
• Maintain professional, clear, and timely communication with clients.
  
• Understand client requirements and coordinate with the relevant internal teams.
  
• Follow up with clients regarding pending information, tasks, documents, and updates.
  
• Build and maintain positive professional relationships with clients.
  
• Ensure client queries and requests are addressed within the expected timelines.
  
  2. Client & Administrative Support
  
  
• Provide day-to-day operational and administrative support to US-based clients.
  
• Manage emails, calendars, schedules, and routine client-related tasks.
  
• Assist clients with data entry, documentation, and information management.
  
• Organize and maintain client records, files, spreadsheets, and other documentation.
  
• Ensure all assigned tasks are completed accurately and within deadlines.
  
  3. Coordination & Follow-ups
  
  
• Coordinate with internal teams to ensure smooth execution of client requirements.
  
• Track pending tasks, deliverables, and deadlines.
  
• Conduct regular follow-ups with concerned team members and clients.
  
• Escalate issues or delays to the appropriate team member when required.
  
• Maintain proper updates on task and client status.
  
  4. Documentation & Data Management
  
  
• Prepare, update, and maintain documents, spreadsheets, reports, and presentations.
  
• Maintain accurate and up-to-date client information and records.
  
• Update CRM and other internal systems as required.
  
• Ensure data accuracy and confidentiality while handling client information.
  
  5. Research & Reporting
  
  
• Conduct basic online research as required for client-related tasks.
  
• Collect and organize relevant information from reliable sources.
  
• Prepare basic reports and summaries for clients or internal teams.
  
• Track relevant project metrics, deadlines, and task progress.
  
  6. Quality & Process Adherence
  
  
• Follow company processes, client-specific instructions, and established workflows.
  
• Maintain a high level of accuracy and attention to detail.
  
• Ensure timely completion of assigned tasks.
  
• Identify and communicate potential issues before they impact client deliverables.
  
• Maintain professionalism while representing the company in all client interactions.
  
  
  

Requirements

• Experience: 0–1 year of experience in client servicing, customer support, virtual
  assistance, administration, BPO, international process, or a similar role.
  
• Communication: Excellent verbal and written English communication skills.
  
• Client Handling: Ability to communicate professionally with US-based clients.
  
• Computer Skills: Comfortable using Google Workspace, Microsoft Office, Zoom, CRM
  systems, and other digital tools.
  
• Organizational Skills: Strong ability to manage multiple tasks, priorities, and deadlines.
  
• Attention to Detail: Ability to maintain accuracy while handling client information and
  documentation.
  
• Problem-Solving: Ability to understand issues, find solutions, and escalate appropriately
  when required.
  
• Time Management: Ability to work efficiently in a US-process/night-shift environment.
  
• Professionalism: Strong interpersonal skills and a client-focused approach.
  
• Adaptability: Willingness to learn new tools, processes, and client requirements.