Wealth Client Services & Operations Specialist

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

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.