Client Experience & Scheduling Specialist

Sound View Wealth Advisors; Savannah (GA); On-site; USD 38,000 - 52,000; Full time

Job summary

Sound View Wealth Advisors is seeking an Administrative Associate to serve as a centralized contact for clients and guests. The role focuses on scheduling, front desk duties, and daily administrative activities in a professional office environment.

You’ll coordinate calendars for advisors, greet visitors, handle calls, and assist with mail, supplies, and events. Strong organization, discretion, and client-service mindset are essential.

Qualifications

• Experience in scheduling/administrative support.
• Strong calendar management and attention to detail.
• Professional, warm communication with clients and colleagues.

Responsibilities

• Coordinate and manage client appointment scheduling for advisors and team.
• Handle confirmations, changes, and calendar coordination.
• Greet clients and guests, maintain a polished front office environment.
• Answer calls and direct inquiries promptly and professionally.
• Prepare conference rooms and support document preparation and filing.

Skills

Scheduling

Front desk

Organization

Communication

Notary (willing)

Outlook

CRM

Customer service

Tools

Outlook

MS Word

MS Excel

PowerPoint

Job description

Sound View Wealth Advisors is seeking an Administrative Associate to serve as a centralized contact for clients and guests. The role focuses on scheduling, front desk duties, and daily administrative activities in a professional office environment.

You’ll coordinate calendars for advisors, greet visitors, handle calls, and assist with mail, supplies, and events. Strong organization, discretion, and client-service mindset are essential.