The Role
Supports US-based clients through professional communication, follow-ups, coordination, administrative assistance, documentation, CRM updates, data management, basic research, reporting, and task tracking. The role requires accurate recordkeeping, timely issue escalation, process adherence, strong organization, and effective collaboration with internal teams while working in a US-process night-shift environment.
Summary Generated by Built In
About the Role:
We are looking for a Client Relationship Associate – US Process who will be responsible for
supporting US-based clients through effective communication, coordination, follow-ups, and
day-to-day operational assistance.
The ideal candidate should have excellent English communication skills, a professional
approach, strong attention to detail, and the ability to manage multiple tasks efficiently. The role
requires regular interaction with clients and internal teams, along with maintaining accurate
records and ensuring timely completion of assigned tasks.
Key Responsibilities :
1. Client Communication & Relationship Management
- 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
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.
Skills Required
- 0–1 year of experience in client servicing, customer support, virtual assistance, administration, BPO, international process, or a similar role.
- Excellent verbal and written English communication skills.
- Ability to communicate professionally with US-based clients.
- Comfortable using Google Workspace, Microsoft Office, Zoom, CRM systems, and other digital tools.
- Strong ability to manage multiple tasks, priorities, and deadlines.
- Ability to maintain accuracy while handling client information and documentation.
- Ability to understand issues, find solutions, and escalate appropriately when required.
- Ability to work efficiently in a US-process/night-shift environment.
- Strong interpersonal skills and a client-focused approach.
- Willingness to learn new tools, processes, and client requirements.
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The Company
What We Do
IBS For You, also known as Infinity Business Services, is a managed remote team provider that has been transforming how business leaders work for over 17 years. Founded with the belief that leaders shouldn't get bogged down by administrative tasks, the company specializes in building, training, and managing remote teams for admin, marketing, accounting, and tech support, helping US businesses scale with confidence.
