{"id":382752,"url":"https://alion.io/job/billgoodmarketing-client-experience-associate","title":"Client Experience Associate","company":{"id":5709,"name":"Billgoodmarketing","domain":"billgoodmarketing.com","url":"https://alion.io/company/billgoodmarketing","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workable","truth_index":null},"role":"Early Careers","role_family":"Early Careers","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Atlanta, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":45000,"max":54000,"currency":"USD","period":"year","gross":null,"usd_annual":54000},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-10-08T00:00:00Z","employer_posted_date":"2026-10-08","last_verified_at":"2026-11-06T04:29:42Z","board_verified":true,"closed_at":null,"days_open":29,"trust":{"level":"ok","repost_count":0,"flags":[],"days_open":29},"description":"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 built your career in financial services, wealth management, a law firm, or mortgage lending, and you have the kind of warmth and instincts to be the first face clients see when they walk in the door, we’d like to talk.\nAbout finoBlue\nfinoBlue 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.\nThe Role\nAs 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.\nWhat You'll Do\nServe 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.\nOwn 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.\nKeep 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.\nOwn 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.\nPlan, 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.\nHandle 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.\nManage 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.\nWhat Success Looks Like\nClients feel known, not just serviced. They remember your name and look forward to hearing from you.\nThe advisory team walks into every meeting prepared because you made sure of it.\nEvents run smoothly because you anticipated what could go wrong before it did.\nAnything that lands in your lane gets handled completely, on time, without having to be asked twice.\nRequirements\nWho You Are\nYou have real experience in financial services or a closely adjacent field: a financial advisory office, wealth management firm, law firm, or mortgage company. You know how these environments operate, you understand the level of trust clients are placing in the firm, and you take that seriously.\nYou’re the kind of person clients remember. Genuinely warm, polished, and interested in people, not just their accounts.\nYou anticipate needs and act on them before anyone has to ask.\nYou stay calm and professional under pressure; clients never see you sweat.\nYou’re organized down to the detail and you enjoy keeping things running well.\nYou manage multiple priorities and timelines without losing track of any of them.\nYou’re comfortable with Microsoft Office and calendar management tools.\nNice to Have\nEvent planning or corporate hospitality background\nCRM experience (Salesforce a plus)\nBenefits\nWhat You Get\nBase salary: $45,000 to $54,000 depending on experience\nFull benefits package including healthcare and retirement plans\nHours: 8:30 AM to 5:00 PM with a 30-minute lunch break\nIn-office, Atlanta, GA\nHow to Apply\nSubmit 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.","description_format":"text","description_chars":5009,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Milestone celebrations","Retirement plans"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Lead Generation","Digital Marketing"],"lifecycle":[{"event":"open","at":"2026-09-05T22:05:59Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"H-1B filings in 12 months: 1","filings_12m":1,"filings_prev_12m":0,"green_card_filings_12m":0,"median_offered_wage_usd":67500,"route":null,"cap_exempt":false,"checked_at":"2026-10-29T16:27:21+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)"],"filings_for_role_12m":0}],"liveness":{"score":75,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.829,"p_room":0.9,"age_days":29,"expected_fill_days":75,"reasons":["conf:1","win:mid"],"computed_at":"2026-11-06T05:58:05Z"},"pay":{"stated_usd_annual":54000,"is_top_pay":true},"html_url":"https://alion.io/job/billgoodmarketing-client-experience-associate","json_url":"https://alion.io/job/billgoodmarketing-client-experience-associate.json","meta":{"generated_at":"2026-11-06T08:05:01Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":14482,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-07T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":5709},"rest":"https://alion.io/mcp/rest/get_company?id=5709"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fbillgoodmarketing-client-experience-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fbillgoodmarketing-client-experience-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fbillgoodmarketing-client-experience-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/billgoodmarketing-client-experience-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fbillgoodmarketing-client-experience-associate"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":382752}},{"tool":"search_jobs","arguments":{"company":"billgoodmarketing.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":382752},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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