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.…

Read the full description on Bill Good Marketing's site →

What we'd score you on

reqspace match rubric

Five 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.

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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

gosalesforceoutreach

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