Client Experience Associate

Bill Good Marketing•Atlanta, GA

6d•Onsite

About The Position

Most client-facing roles ask you to answer phones and keep a calendar. This one asks you to own an experience. At finoBlue, the client relationship is the product, and this role is at the center of it. Think Ritz-Carlton, not a reception desk. If you've worked in hospitality, luxury retail, or private client services and you know what white-glove actually means in practice, we'd like to talk. About finoBlue finoBlue is an Atlanta-based wealth management firm that specializes in helping clients navigate the biggest financial transitions of their lives: selling a business, entering retirement, or managing a significant inheritance. The work is personal, the clients are high-touch, and the team is serious about what they do without taking themselves too seriously. It's a professional environment with a collaborative, people-first feel. The Role As Client Experience Associate, you are the first voice clients hear and the first face they see. You set the tone for every interaction, keep the advisory team prepared and on schedule, and make sure clients feel genuinely known and cared for at every touchpoint. This role does not cross into operations, compliance, or financial processing. It requires exceptional people instincts, strong organizational ability, and the kind of warmth that turns a routine appointment into a lasting impression.

Requirements

Real experience in a high-touch service environment: hospitality, luxury retail, private client services, or something comparable, and you know what exceptional actually looks like
Genuinely warm with people, not performatively warm
Anticipate needs and act on them before anyone has to ask
Stay calm and professional under pressure; clients never see you sweat
Organized down to the detail and you enjoy keeping things running well
Manage multiple priorities and timelines without losing track of any of them
Comfortable with Microsoft Office and calendar management tools

Nice To Haves

Prior experience in a financial advisory or wealth management setting
Event planning or corporate hospitality background
CRM familiarity

Responsibilities

Serve as the first point of contact for all inbound calls, emails, and office visits; handle every interaction with professionalism and warmth, and make sure nothing falls through the cracks
Own the advisory team's calendar: schedule and confirm all client meetings, manage competing priorities, and keep the day running cleanly and on time
Prepare for every client meeting by pulling reports, building agendas, and organizing materials so the advisors walk in ready and focused
Coordinate personalized client appreciation: track birthdays, anniversaries, and meaningful life milestones, then source, procure, wrap, and deliver gifts that reflect each client's interests
Plan and execute 9 to 10 client engagement events per year, end to end: manage vendors, logistics, timelines, and on-site coordination to deliver an exceptional experience every time
Keep client records current in the CRM, document interactions accurately, and flag anything that needs follow-up so nothing gets missed
Manage day-to-day office flow, including supplies and general administrative needs