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.
What You'll Do
- 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
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.
Requirements
Who You Are
- You have 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
- You're genuinely warm with people, not performatively warm
- You anticipate needs and act on them before anyone has to ask
- You stay calm and professional under pressure; clients never see you sweat
- You're organized down to the detail and you enjoy keeping things running well
- You manage multiple priorities and timelines without losing track of any of them
- You're comfortable with Microsoft Office and calendar management tools
Nice to Have
- Prior experience in a financial advisory or wealth management setting
- Event planning or corporate hospitality background
- CRM familiarity
Benefits
What You Get
- Base salary: $45,000 to $54,000 depending on experience
- Full benefits package including healthcare and retirement plans
- Hours: 8:30 AM to 5:00 PM with a 30-minute lunch break
- In-office, Atlanta, GA
How to Apply
Submit your resume along with a brief note describing a time you went above and beyond to create an exceptional experience for someone. Applications without this note will not be considered.
Skills Required
- Experience in a high-touch service environment (hospitality, luxury retail, private client services)
- Genuine warmth and strong interpersonal skills
- Ability to anticipate needs and act proactively
- Calm, professional demeanor under pressure
- Strong organizational skills and ability to manage multiple priorities
- Comfortable with Microsoft Office and calendar management tools
- Maintain accurate client records in CRM and document interactions
- Plan and execute client events, manage vendors and logistics
- Prior experience in a financial advisory or wealth management setting
- Event planning or corporate hospitality background
- Familiarity with CRM systems
- Submit resume with a brief note describing a time you created an exceptional experience (applications without this note will not be considered)
What We Do
Bill Good Marketing is a technology and consulting firm that provides practice management, client acquisition, and retention solutions for financial advisors, including an AI-native CRM platform.
