Client & Front Office Specialist

Wise Counsel Wealth Management in Georgetown, TX, is seeking a Client Experience Associate who will be the first impression for clients and prospects. This role delivers professional, friendly communication across phone, email, text, and in-person interactions, keeps the front office organized, and supports engagement efforts to strengthen relationships.

The ideal candidate has a high school diploma or equivalent, at least two years in a professional office, strong MS Office and CRM familiarity,

We would love to welcome a new Client Experience & Front Office Specialist to our team in Georgetown, TX, United States.

Take a moment to read everything above and see whether this role is right for you.

This posting is for the Client Experience & Front Office Specialist role at Wise Counsel Wealth Management, based in Georgetown, TX, United States.