Client Experience Associate

Wise Counsel Wealth Management; Georgetown (TX); On-site; USD 45,000 - 55,000; Full time

Job summary

Wise Counsel Wealth Management in Georgetown, TX, is seeking a Client Experience Associate who will be the first impression for clients and prospects. This role delivers professional, friendly communication across phone, email, text, and in-person interactions, keeps the front office organized, and supports engagement efforts to strengthen relationships.

The ideal candidate has a high school diploma or equivalent, at least two years in a professional office, strong MS Office and CRM familiarity,

Qualifications

• High school diploma or equivalent (required).
• Associate degree preferred.
• Minimum of two years in a professional office or client-facing environment.
• Computer literacy and aptitude for learning new programs.
• Knowledge of Office Suite (Word, Excel, PowerPoint, Teams) required.
• Experience with CRM, scheduling, or communication platforms (Salesforce, etc.) preferred.
• Polished, professional presence and excellent interpersonal skills.
• Excellent attitude and client service orientation with a positive, solutions-focused mindset.

Responsibilities

• Client Experience & Front Office Management.
• Administrative Operations & Mail Management.
• Technology, Social Media, and Marketing.
• Client Engagement & Events.
• Operational Support.
• Participate in quarterly KPI development.

Skills

Office Suite proficiency

CRM experience

Communication skills

Interpersonal skills

Organization & time management

Education

High school diploma or equivalent

Associate degree (preferred)

Tools

CRM platforms (Salesforce etc.)

Job description

At Wise Counsel, we believe the right advice is the key to finding client’s freedom. Since 1984, we've helped hundreds of successful professionals, executives, small business owners, and retirees navigate their tax, investment, protection, income, and transfer planning decisions — guided by a biblical worldview and a genuine commitment to client’s life and legacy, not just portfolio value. Our clients value having the right people in their corner so they can focus on what matters most. Over four decades, we developed the proprietary Wayfinder Client Journey — a structured process that ensures the important areas of client’s financial life are monitored, discussed, and updated, so clients are ready for whatever comes next. All of this for a straightforward fee designed so we do better when you do better.

Role Description

The Client Experience Associate position is an essential member of our team and the first impression of Wise Counsel for every client, prospect, and guest. This position is an integral part of ensuring every aspect of the client experience exceeds expectations, from the first phone call to the moment a client walks out the door. This individual will deliver professional, friendly, and timely communication across phone, email, text, and in-person interactions, keep the front office organized and welcoming, and coordinate the engagement efforts that strengthen client relationships and reflect the firm’s service commitment. An exceptional individual will also manage the social media engagement, email marketing and support the operations team in high activity seasons.

Essential Job Functions

• Client Experience & Front Office Management
• Administrative Operations & Mail Management
• Technology, Social Media, and Marketing
• Client Engagement & Events
• Operational Support
• Participate in our internal meeting rhythms and develop quarterly Key Performance Indicators (KPI’s)
• Participate in required training
• Adhere to Compliance policies and procedures
• Attend firm events
• Other duties and special projects, as assigned

Qualifications

• Dependable ability to work a full work week in-office
• High school diploma or equivalent, required; Associate degree in business, communications, hospitality, or related field, preferred
• Minimum of two years of experience in a professional office or client-facing environment, preferred
• Computer literacy and aptitude for learning new programs and processes:
• Knowledge of Office Suite (Word, Excel, PowerPoint, Teams), required
• Experience with CRM, scheduling, or communication platforms (Salesforce, etc.), preferred
• Polished, professional presence and excellent interpersonal skills
• Excellent attitude and an extraordinary client service orientation with a positive, solutions-focused mindset
• A genuine interest in serving and caring for other people
• Strong organization, time management, and attention to detail
• Ability to take direction and a desire to support all team members

What we provide

• Annual Salary range $45,000 to $55,000, based on experience