Office & Client Experience Associate

Reports To:

Client Experience & Marketing Manager

Effective Date:
July 24, 2026

Are you a detail-oriented professional who takes pride in delivering exceptional service and creating outstanding client experiences?

At J BLACK FINANCIAL GROUP, we believe in doing the right thing, pursuing excellence, and creating exceptional experiences for our clients. We are seeking an Office & Client Experience Associate who is organized, detail-oriented, and passionate about supporting both our clients and team.

• Bachelors' Degree in relevant field or equivalent work experience.
• You are highly organized and can effectively prioritize competing responsibilities.
• You are comfortable using technology, including Outlook, One Drive, Zoom, Google Suite, and calendar management tools.
• You are an excellent communicator, both verbally and in writing.
• You naturally put the client's best interests first and are committed to delivering exceptional service.
• You hold yourself to high standards and take pride in producing accurate, high-quality work.
• You bring a positive attitude and contribute to a collaborative, energetic team environment.
• You communicate openly, professionally, and constructively.
• You understand the importance of discretion and maintain the highest level of client confidentiality.
• You either hold a Life & Health Insurance License or have the ability and commitment to obtain one within 90 days of employment.

Your time will be split between operations & administrative support and client-facing experience and service :

• Calendar Management & Scheduling - Schedule, reschedule, and confirm client and prospect meetings; coordinate team calendars; and organize wholesaler meetings and other firm events. Ensure schedules are organized, efficient, and aligned with business needs.
• Client Experience & Onboarding - Serve as the primary point of contact for prospective and new clients throughout the onboarding process. Guide clients through account setup, paperwork, and platform access while ensuring accuracy, responsiveness, and attention to detail at every step. Deliver a warm, professional, and exceptional onboarding experience that reflects a high standard of service.
• Administrative & Office Support - Maintain office organization and a professional environment. Manage mail, office supplies, inventory, team licenses, travel coordination, business purchases, technology requests, and updates to internal resources and systems.
• Client Service & Record Updates - Maintain accurate client records, including contact information, addresses, beneficiary updates, and other service-related changes. Ensure timely updates across all relevant platforms and systems.
• Event & Gift Coordination - Coordinate team events, celebrations, and outings, including monthly gatherings, holiday events, and other special occasions. Manage gifting for clients and team members, maintain holiday and special occasion lists, and ensure thoughtful, timely recognition throughout the year.
• Collaboration & Teamwork - Contribute when needed to support the clients, team, and firm objectives, demonstrating flexibility and a team-first mindset while with evolving business needs.

• Be part of a fun, growing, team-first firm that values integrity, excellence, and continuous improvement.
• Thrive in a collaborative open-floor-plan environment where team members support one another, share ideas, and celebrate successes together.
• Enjoy opportunities for professional development, leadership growth, and future promotion based on performance and career goals.
• Make a meaningful impact by helping deliver an exceptional experience to the clients and families we serve.
• Health insurance.
• Maternity & Paternity leave.
• Short-term and Long-term disability insurance.
• 401(k) with employer match.
• Loyalty Program.
• Paid Time Off.
• Team Events and Outings.

Note:

This job description is intended to provide an overview of the responsibilities and requirements of this role. It is not an exhaustive list of all duties, responsibilities, and qualifications.

J BLACK FINANCIAL GROUP is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.