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$45k–$54k/yr
Full-time
Healthcare, Retirement Plans
Posted 36d ago
~40 hrs/week
Responsibilities
Act as the primary point of contact for high-net-worth clients, managing all scheduling and first impressions. Coordinate personalized client appreciation efforts and execute end-to-end client engagement events.
Requirements
Requires professional experience in high-touch service environments such as luxury retail or hospitality. Must possess exceptional organizational skills and proficiency in Microsoft Office and calendar tools.
Full 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 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.
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
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.
We help advisors systematically grow their practice while reducing the complexity of practice management.
Industry
Advertising Services
Company size
11-50 employees
Founded
1977
Headquarters
South Jordan, Utah
LinkedIn followers
3,559
Imagine that when you got into this business, you not only learned about financial products and how to help your clients manage their money. But you also learned how to establish, grow, and maintain your client-base.
If you learned how to do this efficiently then you would be where you wanted to be already. We help advisors achieve their business-life related goals.
And we do it quickly and systematically. The approach we take is unique, and customized to your specific practice.
Our most successful clients have doubled their production more than 4 times over the course of their life long relationship with us. We love to see our clients succeed.
We'd love to see you do it too.
The Bill Good Marketing System® is first and foremost a system. That means it combines many elements into a single unit. A car, for example, is a system for personal, motorized travel. An airplane is a system for air travel.
The Bill Good Marketing System® is a system to take you from where you are in the financial services industry to where you want to go.
Offices: 10610 S Jordan Gateway, 220 3rd Floor, South Jordan, Utah 84095, US
How much do Finance & Accounting jobs in Georgia pay?
Based on 1586 listings with disclosed salaries, most finance & accounting jobs in Georgia pay between $65k–$190k per year. Individual offers vary with seniority, company size, and specialization.
How many Finance & Accounting jobs are open in Georgia right now?
There are currently 5,774 open finance & accounting positions in Georgia listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Georgia?
Companies currently hiring include Truist, Regions Bank, Bank of America, Wells Fargo, The Home Depot, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Georgia?
Yes — 2104 of the 5774 open finance & accounting positions offer remote or hybrid work (694 remote, 1410 hybrid).
How do I apply for Finance & Accounting jobs in Georgia?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.