Client Experience Associate
Atlantaonsitejunior$45K – $54K
Posted 3w ago · via Workable
About this role
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. 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.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: go, salesforce, outreach
2
Level fit
This role is junior-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Atlanta. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
gosalesforceoutreach
More at Bill Good Marketing
- View →Client Service AssociateLumberton, North Carolina, United States
- View →Marketing CoordinatorThe Woodlands, Texas, United States
- View →Client Service Associate - Fouts Law GroupWoodstock, Georgia, United States
- View →Client Service AssociateButler, Pennsylvania, United States
- View →Financial AdvisorState College, Pennsylvania, United States
- View →Senior Wealth StategistNew Orleans, Louisiana, United States
