Client Operations & Experience Associate

Values First Advisors; Johnson City (TN); On-site; USD 38,000 - 46,000; Full time

Benefits offered by this job

401(k) match

Paid vacation

Health insurance

Job summary

Values First Advisors is seeking a Client Operations Associate to keep daily operations running smoothly and to deliver an exceptional client experience. You will handle account paperwork, maintain client records, manage workflows between advisors, custodians, and vendors, and support CRM and financial planning tools.

If you are organized, tech‑savvy, and eager to help a growing team, this role offers a collaborative culture, full‑time hours, and a competitive compensation package.

Qualifications

• High school diploma or equivalent required.
• 1–3 years of experience in an administrative, customer service, financial services, operations, or technology-oriented role preferred.
• Comfortable using computers and learning new software/apps.
• Strong attention to detail.
• Ability to handle confidential information professionally.
• Financial services experience is helpful but not required.
• Experience with CRM systems, Microsoft Excel, or financial services technology is helpful.

Responsibilities

• Process and track account paperwork and new account openings.
• Maintain accurate client records and documentation.
• Monitor outstanding tasks and workflows, following up until they are completed.
• Coordinate workflows between advisors, clients, custodians, and outside vendors.
• Daily, weekly, monthly and annual tasks to ensure a compliant culture.
• Help maintain and improve internal processes and procedures.
• Identify bottlenecks and suggest ways to make the firm more efficient.
• Keep projects moving forward without needing to be constantly reminded.
• Serve as a friendly, helpful, and professional point of contact for clients.
• Answer phones, respond to emails, and help clients navigate basic questions and requests.
• Help coordinate client meetings and follow-up.
• Assist with onboarding new clients and making sure they have a smooth first experience with our firm.
• Communicate with clients regarding forms, documents, account openings, transfers, and other administrative needs.
• Anticipate client needs rather than simply reacting to requests.
• Treat every client interaction as an opportunity to demonstrate the care and excellence of Values First Advisors.
• Work extensively with CRM, document management, and custodial technology.
• Become highly proficient in the technology used by Values First Advisors.
• Utilize Microsoft Office, email, CRM systems, and other technology on a daily basis.
• Learn new technology quickly and be willing to experiment with tools that can make the firm better.
• Help identify opportunities to automate repetitive tasks and improve workflows.
• Become an internal resource for technology and systems questions.
• Work closely with advisors and other members of the VFA team.
• Help teammates wherever needed, even when a task isn’t technically “your job.”
• Take ownership of problems instead of simply passing them along.
• Bring a positive attitude and willingness to contribute to the team.
• Look for ways to make your coworkers’ jobs easier.
• Participate in team meetings, projects, and firm initiatives.
• Must-Haves: You enjoy talking with people and genuinely care about helping them.
• You are technologically comfortable.
• You don’t need to be a programmer, but you should be the person who isn’t intimidated when someone says, “We’re going to start using a new system.”
• You are highly organized.
• You notice details. You keep lists. You follow up. You don’t let things fall through the cracks.
• You are a self‑starter.
• You don’t need someone standing over you telling you what to do every 15 minutes.
• You are a team player.
• You understand that great teams aren’t built around job descriptions. Sometimes you help with something because it needs to get done.
• You have a servant’s heart.
• You care more about doing a great job and helping people than getting credit for it.
• You are willing to go the extra mile.
• We want someone who occasionally thinks, “I could do more here,” and then actually does it.
• The right person will probably describe themselves as: Detail-oriented
• Comfortable with technology
• Someone who enjoys being part of a team
• The wrong person for this role may be highly qualified on paper but prefer to work completely independently, dislike interacting with people, resist new technology, or say, “That’s not my job.”
• We’d rather hire character and teach skills than hire skills and try to teach character.

Skills

Detail-oriented

Tech‑savvy

Team player

Self-starter

Organized

Good communication

Education

High school diploma or equivalent

Tools

CRM systems

Microsoft Excel

Job description

Values First Advisors is seeking a Client Operations Associate to keep daily operations running smoothly and to deliver an exceptional client experience. You will handle account paperwork, maintain client records, manage workflows between advisors, custodians, and vendors, and support CRM and financial planning tools.

If you are organized, tech‑savvy, and eager to help a growing team, this role offers a collaborative culture, full‑time hours, and a competitive compensation package.