Client Experience Associate

Serve as the first point of contact for all inbound calls, emails, and office visits, handling every interaction with professionalism and warmth. Own the advisory team's calendar by scheduling and confirming client meetings, managing competing priorities, and keeping the day running cleanly. Prepare for every client meeting by pulling reports, building agendas, and organizing materials so advisors are ready and focused. Coordinate personalized client appreciation by tracking milestones and delivering gifts that reflect each client's interests. Plan and execute nine to ten client engagement events per year, managing vendors, logistics, and on-site coordination. Keep client records current in the CRM, document interactions accurately, and flag items needing follow-up. Manage day-to-day office flow, including supplies and general administrative needs. Work in-office in Atlanta, GA, from 8:30 AM to 5:00 PM.