Jobs in the United States

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Added 2 mins ago
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EHS Technician
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UO
Coordinator for Undergraduate Programs
University of Colorado Denver
Boulder, CO
- $50,000 to $55,000 USD / year
…responsibility is administrative and programmatic support for the Associate Dean and Executive Director for Leeds Undergraduate…
Added 2 mins ago
IP
HSE Manager
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- $40,123 USD / year
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Added 2 mins ago
UO
Community Outreach Fan Engagement & Game Day Associate 1% On-Call
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- $34,986 USD / year
The Community Outreach Fan Engagement & Game Day Associate helps implement fan engagement initiatives, youth programming, Kids Club activities, on-field and in-venue promotions, and other…
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UO
Associate Professor to Professor - Orthopedic Trauma Surgeon
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- $486,895 to $499,999 USD / year
Job Title: Associate Professor to Professor - Orthopedic Trauma Surgeon
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UO
Assistant Director of Clinical Simulation
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- $105,000 to $125,000 USD / year
Open Rank-Assistant Professor, Associate Professor, or Professor
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UO
Family Physician - CU Medicine Family Medicine - Centennial Open Rank
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- $195,000 to $242,000 USD / year
…Care. Ability to meet the School of Medicine's criteria for associate…
Added 3 mins ago
UO
Undergraduate Program and Events Professional
University of Colorado Denver
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- $55,100 to $60,000 USD / year
Co-manage curriculum changes in coordination with the Associate Chairs, academic advisors, and the Undergraduate program professional.
Added 3 mins ago
UO
Open Rank- Assistant, Associate, Professor
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UO
Open Rank, Open Track - Division Chief of Interventional Radiology
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- $40,123 USD / year
…Interventional Radiology. This is a full-time position at the Associate Professor or Professor…
Added 3 mins ago
UO
Business System Professional
University of Colorado Denver
Boulder, CO
- $65,000 to $70,000 USD / year
…and business continuity. Working under the guidance of the Associate Bursar System Operations and in collaboration with the primary OnBase administrator, the position develops functional…
Added 3 mins ago
UO
Dean, School of Dental Medicine
University of Colorado Denver
Aurora, CO
- $380,000 to $480,000 USD / year
Oversee clinical operations and patient care delivery, promoting quality, innovation, operational sustainability, regulatory compliance, and expanded access to oral healthcare.
Added 3 mins ago
CB
Multi-Line Representative - State Farm Agent Team Member
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- $50,000 to $150,000 USD / year
Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Added 14 mins ago
K
Deputy Project Quality Manager-Kiewit Nuclear Solutions-ID
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Be actively engaged in operation planning sessions, providing input from a Quality standpoint and ensuring that Inspection and Test Plans (ITP) are developed for all operations
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Building Products Merchandiser
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- $22 USD / hour
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- $15.5 USD / hour
- Full-time
…shopping experience for our customers. You’ll help drive front-end operations, support associates during your shift, and ensure the sales floor is organized, stocked, and ready to serve our…
Added 14 mins ago
Physical Therapy Asst
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Added 14 mins ago
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Added 26 mins ago
Front desk
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Join Cervello-Wellness as a Front Desk Associate in Rockville, MD, where you'll be the welcoming face of our holistic wellness center. This exciting role offers the opportunity to interact…
Added 26 mins ago
Client Service Associate
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Butler, PA
…management, and we're still growing. We need a Client Service Associate who can keep up, stay calm, and genuinely care about the people walking through our…
Added 26 mins ago
BG
Client Experience Associate
Bill Good Marketing
Atlanta, GA
- $50,000 to $60,000 USD / year
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,…

Bill Good Marketing

Client Experience Associate

Atlanta, GA, United States

$50,000 to $60,000 USD / year

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Job details

Pay: $50,000 to $60,000 USD / year
Posting language: English
Posted: Oct 8, 2026

Original job description

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. 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. 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.

Who You Are

You have real experience in financial services or a closely adjacent field: a financial advisory office, wealth management firm, law firm, or mortgage company. You know how these environments operate, you understand the level of trust clients are placing in the firm, and you take that seriously.
You’re the kind of person clients remember. Genuinely warm, polished, and interested in people, not just their accounts.
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

Event planning or corporate hospitality background
CRM experience (Salesforce a plus)

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.

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More about this job

Skills

Regulatory compliance
Salesforce
Logistics
Communication skills
Documentation
Cleaning
Direct inward dialing
Microsoft Office
Event planning

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