Client Experience Associate

Bright Future Wealth Management; Eugene (OR); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Paid time off and sick time

Annual personal financial planning</br

Training, cross-training, and career发展

Job summary

Bright Future Wealth Management in Eugene, Oregon seeks a Client Experience Associate to welcome clients, handle inquiries, coordinate scheduling, and support office operations. You will help maintain client records and assist with client appreciation activities.

Ideal candidates are warm, organized, detail-oriented, and professional in phone, email, and in-person communications. Hospitality or customer service background is helpful but not required; licensing is not necessary.

Qualifications

• Hospitality or customer service experience is helpful but not required.
• Licensing not required for this role.

Responsibilities

• Greet clients and guests, prep meeting spaces, and maintain a welcoming, professional environment.
• Answer phones and respond to inquiries via phone, email, and text messaging tools.
• Coordinate appointments and meeting logistics with scheduling software.
• Maintain accurate client records in the contact management system and assist with daily office tasks.
• Coordinate client appreciation efforts such as birthday cards and events.
• Collaborate with Client Experience, Client Operations and Advisor teams.
• Follow procedures, identify improvement opportunities, and help resolve routine challenges.

Skills

Warm personality

Organized

Attention to detail

Professional communication

Multi-tasking

Team collaboration

Confidentiality

Tools

Scheduling software

CRM / client records software

Job description

Join Our Growing Team As our Client Experience Associate!

At Bright Future Wealth Management, we believe exceptional financial planning begins with exceptional relationships.

We're looking for a warm, organized, and dependable Client Experience Associate who enjoys helping people, supporting a team, and making the little details count.

As one of the first points of contact for our clients, you'll play an important role in creating a welcoming, professional experience while helping our office run smoothly.

What You'll Do

• Client Hospitality: Welcome clients and guests, prepare meeting spaces, and create a comfortable, professional environment.


• Communication: Answer phones, respond to routine inquiries via phone, email and text messaging software, ensuring messages reach the appropriate team members.


• Scheduling: Coordinate appointments, confirmations, and meeting logistics with the help of customized scheduling software.


• Administrative Support: Maintain accurate client records in our contact management software, complete assigned tasks, assist with daily office activities.


• Client Appreciation: Help coordinate birthday cards, client recognition, events, and other thoughtful touches.


• Team Collaboration: Work closely with our Client Experience, Client Operations, and Advisor teams.


• Problem Solving: Follow established procedures, identify opportunities for improvement, and help resolve routine challenges.

Who We're Looking For

Someone who is:

• Warm, friendly, and genuinely enjoys helping people.


• Organized, dependable, and attentive to detail.


• Comfortable communicating professionally by phone, email, and in person.


• Able to balance multiple priorities while maintaining a positive attitude.


• Cooperative, curious, and motivated to learn.


• Comfortable using technology and learning new systems.


• Committed to confidentiality, professionalism, and follow-through.

Previous experience in hospitality, customer service, office administration, or financial services is helpful but not required. Financial services licensing is not required.

A Day at Bright Future

Your day might begin by preparing the office for client appointments, greeting familiar faces, and making sure everyone feels welcome.

Between meetings, you'll coordinate schedules, answer client inquiries, update records, and work alongside colleagues to keep things moving smoothly.

You might also help prepare for a client event, write a birthday card, or find a better way to complete a routine task.

No two days are exactly alike, but every day offers opportunities to make a meaningful difference.

Why Bright Future?

We're a locally owned, women-owned wealth management firm that values meaningful relationships, teamwork, and professional growth.

We believe in helping our employees develop confidence, competence, and independence while creating an exceptional experience for our clients.

We offer eligible employees benefits that may include:

• Paid time off and sick time.


• Annual personal financial planning session.


• Training, cross-training, and professional development opportunities.