Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 94 days ago

Client Experience Associate

Workable (global search)108,016 open roles

Where
Atlanta, GA, United States
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowClient Experience AssociateWorkable (global search) · Atlanta, GA, United States

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Workable (global search)'s own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

7.9% of postings close within 7 days. Measured by our own scanner across the market. Workable (global search) postings stay open a median of 7 days.

Share of postings closed within
  1. 1.6%1 day
  2. 3.6%3 days
  3. 7.9%7 days
  4. 14.9%14 days
  5. 34.0%30 days
This job: posted 94 days ago

Workable (global search) median: 7 days open

The posting

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. Answer and screen incoming calls, welcome every client to the office, and handle every interaction with professionalism and warmth so nothing falls through the cracks.
  • Own the client record. Keep Salesforce current with every contact and contact attempt, capture data from handwritten notes and dictations, and distribute team notes so everyone stays up to date on every relationship.
  • Keep the calendar running cleanly. Schedule and confirm all client meetings, prepare meeting agendas and binders, and make sure every client is ready and set up before their appointment starts.
  • Own the client appreciation program end to end. Send birthday letters and cards, holiday cards, handwritten thank-you notes, and etiquette messages at the right moments. Source and send "surprise and delight" gifts, coordinate milestone celebrations, and manage client referral gifts. The goal is for every client to feel genuinely known, not just serviced.
  • Plan, coordinate, and attend client events. You own 9 to 10 client social and education events per year from start to finish: vendors, logistics, timelines, and on-site execution. You also manage monthly client mailings and bulk outreach as part of the team's communication calendar.
  • Handle the administrative paperwork that keeps the firm organized and compliant. Gather signatures on LOAs, third-party authorization forms, and trusted contact documentation. Keep the compliance approvals file current and make sure marketing materials are submitted for approval before use.
  • Manage day-to-day office flow. Keep supplies stocked, handle incoming mail, maintain the resource library, keep printed marketing materials stocked, and coordinate any cleaning or maintenance needs. The office should always be client-ready.

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.

Requirements

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

Benefits

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.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Workable (global search)'s own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Workable (global search)'s form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Workable (global search)'s answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.