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Bill Good Marketing
Atlanta, GA, US
Source: Bill Good Marketing careers · View original posting
From Bill Good Marketing's posting. “We” and “our” refer to the employer.
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.
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.
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.
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.
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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