Client Services Associate

Squarely LLC; Knoxville (TN); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k) contributions

Profit sharing

Disability insurance

Paid time off

Paid holidays

Job summary

Squarely LLC is seeking an Operations & Client Service Associate to sit at the center of the firm, owning client onboarding, advisor calendars, and the details that keep operations running smoothly.

You will work directly with advisors and clients daily, gaining ownership over how the firm operates and how client experiences are delivered. The role emphasizes dependability, initiative, and the ability to anticipate needs.

Qualifications

• Strong organizational discipline and attention to detail.
• Ability to design and improve processes and checklists.
• Clear, professional communication with clients.
• Ability to juggle priorities with minimal reminders.

Responsibilities

• Serve as primary contact for client requests, communications, and scheduling.
• Prepare account paperwork and service requests; shepherd to completion.
• Coordinate meeting logistics for seamless client interactions.
• Assist in planning client events and appreciation initiatives.
• Oversee firm operations and keep advisor calendars current.

Skills

Organizational skills

Systems thinking

Clear client communication

Multi-tasking

Tech adoption

Job description

Our client is an independent wealth management firm — growing, advisor-led, and serious about client experience. They've retained Squarely to conduct a confidential search for an Operations & Client Service Associate: the person who sits at the center of the firm and makes everything work, from client onboarding to advisor calendars to the details nobody else catches.

About the Role

This is not a back-office data entry seat. You'll work directly with advisors and clients every day, and you'll have real ownership over how the firm operates.

Responsibilities

• Serve as a primary point of contact for client requests, communications, and scheduling
• Prepare account paperwork, process service requests, and shepherd them to completion
• Coordinate meeting logistics so every client interaction feels effortless
• Help plan and run client events and appreciation touches
• Firm operations
• Manage advisor calendars and keep the office running day to day
• Build and improve the systems behind the scenes — workflows, checklists, follow-up processes
• Spot bottlenecks before they become problems, and fix them
• Take on special projects as the firm grows

Qualifications

Experience in financial services, operations, or executive support is a plus — but it's not the bar. Our client hires for character, dependability, and initiative. If you've been the person everyone relies on in a different industry, we want to hear from you.

Required Skills

• You're organized to a degree that other people find slightly alarming
• You'd rather build a system once than repeat a task fifty times
• You communicate clearly and professionally with high-net-worth clients — polished, warm, unflappable
• You manage competing priorities without dropping threads or needing reminders
• You pick up new software quickly (CRM, custodian platforms, scheduling tools)

Preferred Skills

None specified.

Pay range and compensation package

• Competitive base, depending on experience
• 401(k) with company contributions
• Profit sharing — when the firm wins, you win
• Short- and long-term disability insurance
• Paid time off + paid holidays
• A seat at a growing firm where your role expands as the firm does

Equal Opportunity Statement

Our client is committed to diversity and inclusivity.