Client Experience Associate

Job overview

The Client Experience Associate role is onsite in Atlanta, GA, at finoBlue. Pay is $45,000–$54,000 per year, depending on experience. The role supports a wealth management firm serving clients through major financial transitions. The associate manages client-facing interactions and office coordination so clients feel welcomed and the advisory team is prepared. Responsibilities span communications, records, meeting preparation, client appreciation, events, and administrative paperwork, without financial processing or operations duties.

What you'll do

• Handle inbound calls, emails, and office visits
• maintain client records in Salesforce
• schedule and confirm meetings
• prepare agendas and binders
• coordinate client appreciation communications and gifts
• plan and attend client events
• manage mailings
• gather signatures and maintain compliance approval files
• manage office supplies, mail, and client-ready spaces.

What we're looking for

Skills & competencies

client experience associate

client services

atlanta ga

finoblue

full-time

$45k–$54k

wealth management

client relations

salesforce

event planning

office coordination

8:30 a.m.–5:00 p.m.

Work arrangement

• Weekend coverage required

Benefits & perks

• Full benefits package including healthcare and retirement plans.

Why this role

The role owns 9–10 client social and education events per year and includes client appreciation activities from planning through execution.

About the employer

Bill Good Marketing is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.