Client Experience Associate

Client Experience Associate

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 built your career in financial services, wealth management, a law firm, or mortgage lending, and you have the kind of warmth and instincts to be the first face clients see when they walk in the door, we'd like to talk.

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.

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.

What You'll Do

• Serve as the first point of contact for all inbound calls, emails, and office visits. Answer and screen incoming calls, welcome every client to the office, and handle every interaction with professionalism and warmth so nothing falls through the cracks.
• Own the client record. Keep Salesforce current with every contact and contact attempt, capture data from handwritten notes and dictations, and distribute team notes so everyone stays up to date on every relationship.
• Keep the calendar running cleanly. Schedule and confirm all client meetings, prepare meeting agendas and binders, and make sure every client is ready and set up before their appointment starts.
• Own the client appreciation program end to end. Send birthday letters and cards, holiday cards, handwritten thank-you notes, and etiquette messages at the right moments. Source and send "surprise and delight" gifts, coordinate milestone celebrations, and manage client referral gifts. The goal is for every client to feel genuinely known, not just serviced.
• Plan, coordinate, and attend client events. You own 9 to 10 client social and education events per year from start to finish: vendors, logistics, timelines, and on-site execution. You also manage monthly client mailings and bulk outreach as part of the team's communication calendar.
• Handle the administrative paperwork that keeps the firm organized and compliant. Gather signatures on LOAs, third-party authorization forms, and trusted contact documentation. Keep the compliance approvals file current and make sure marketing materials are submitted for approval before use.
• Manage day-to-day office flow. Keep supplies stocked, handle incoming mail, maintain the resource library, keep printed marketing materials stocked, and coordinate any cleaning or maintenance needs. The office should always be client-ready.

What Success Looks Like

• Clients feel known, not just serviced. They remember your name and look forward to hearing from you.
• The advisory team walks into every meeting prepared because you made sure of it.
• Events run smoothly because you anticipated what could go wrong before it did.
• Anything that lands in your lane gets handled completely, on time, without having to be asked twice.