Client Experience & Front Office Specialist

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

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,