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 fino

Blue, 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.

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Blue 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; 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.