Team Operations Associate
Wealth Enhancement, Nashville, TN, United States
Overview
Wealth Enhancement is an independent wealth management firm with a passion for enriching the lives of clients. We provide personalized financial planning with our team-based Roundtable and UniFi processes and offer investment management services to households nationwide. Our Brentwood, TN office is hiring a
Team Operations Associate
to support the lead financial advisor, staff, and clients. This on-site position involves a wide range of duties and offers opportunities to take on increased responsibilities over time.
In the spirit of pay transparency, the pay range for this position is
$50,000.00 to $60,000.00 , exclusive of bonuses and benefits. We encourage you to apply and provide compensation expectations when you apply. We’re open to discussion and collaboration.
Students graduating in spring 2026 are encouraged to apply (in addition to current professionals). We can offer a flexible start date or initially reduced hours for those still in school.
Primary Job Functions
Client Account Servicing & Operations
Establish and maintain new client accounts within the CRM and related systems.
Support the Senior Client Service Manager (CSM) with new account opening and ongoing account servicing activities.
Learn and serve as back-up support for asset movement processes during Senior CSM absences.
Assist in resolving complex servicing needs, including account transfers, IRA rollovers, alternative investments, and trust-related account updates.
Troubleshoot account documentation and ensure completeness, accuracy, and compliance with firm standards.
Client Review Scheduling & Preparation
Support the client segmentation process by maintaining and updating segmentation tiers.
Schedule client review meetings and coordinate logistics across advisors and team members.
Prepare client review materials in advance of advisor meetings and attend client reviews as needed.
Manage the Annual Client Review process, ensuring reports are completed by advisors in a timely manner.
Track post-review follow-ups and coordinate task completion with advisors and team members.
Team & Operational Support
Assist with document management, record retention, and data accuracy across systems.
Support ad hoc operational projects and team initiatives as assigned.
Contribute to process improvement efforts by identifying workflow gaps or inefficiencies.
Education/Qualifications
High school diploma (or equivalent) required; post-secondary degree preferred.
Securities and/or insurance licenses, or willingness to obtain, a plus.
Prior experience in office administration or operations preferred; financial services experience strongly preferred.
Strong organizational skills with the ability to manage multiple priorities and deadlines.
Proficiency in Microsoft Office applications (Outlook, Excel, Word, PowerPoint).
Excellent written and verbal communication skills.
High attention to detail and strong commitment to confidentiality and data accuracy.
Experience with Workday or similar HR systems preferred.
Comprehensive Benefits Offerings
Training and professional development
Medical, dental and vision coverage (Available to full-time employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
Reasonable accommodation
requests during the application process or selection may be directed to the Human Resources Department at the provided contact information. Information provided on this application will be kept confidential and shared only with those involved in the selection process. Wealth Enhancement is an Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.
#J-18808-Ljbffr
Wealth Enhancement is an independent wealth management firm with a passion for enriching the lives of clients. We provide personalized financial planning with our team-based Roundtable and UniFi processes and offer investment management services to households nationwide. Our Brentwood, TN office is hiring a
Team Operations Associate
to support the lead financial advisor, staff, and clients. This on-site position involves a wide range of duties and offers opportunities to take on increased responsibilities over time.
In the spirit of pay transparency, the pay range for this position is
$50,000.00 to $60,000.00 , exclusive of bonuses and benefits. We encourage you to apply and provide compensation expectations when you apply. We’re open to discussion and collaboration.
Students graduating in spring 2026 are encouraged to apply (in addition to current professionals). We can offer a flexible start date or initially reduced hours for those still in school.
Primary Job Functions
Client Account Servicing & Operations
Establish and maintain new client accounts within the CRM and related systems.
Support the Senior Client Service Manager (CSM) with new account opening and ongoing account servicing activities.
Learn and serve as back-up support for asset movement processes during Senior CSM absences.
Assist in resolving complex servicing needs, including account transfers, IRA rollovers, alternative investments, and trust-related account updates.
Troubleshoot account documentation and ensure completeness, accuracy, and compliance with firm standards.
Client Review Scheduling & Preparation
Support the client segmentation process by maintaining and updating segmentation tiers.
Schedule client review meetings and coordinate logistics across advisors and team members.
Prepare client review materials in advance of advisor meetings and attend client reviews as needed.
Manage the Annual Client Review process, ensuring reports are completed by advisors in a timely manner.
Track post-review follow-ups and coordinate task completion with advisors and team members.
Team & Operational Support
Assist with document management, record retention, and data accuracy across systems.
Support ad hoc operational projects and team initiatives as assigned.
Contribute to process improvement efforts by identifying workflow gaps or inefficiencies.
Education/Qualifications
High school diploma (or equivalent) required; post-secondary degree preferred.
Securities and/or insurance licenses, or willingness to obtain, a plus.
Prior experience in office administration or operations preferred; financial services experience strongly preferred.
Strong organizational skills with the ability to manage multiple priorities and deadlines.
Proficiency in Microsoft Office applications (Outlook, Excel, Word, PowerPoint).
Excellent written and verbal communication skills.
High attention to detail and strong commitment to confidentiality and data accuracy.
Experience with Workday or similar HR systems preferred.
Comprehensive Benefits Offerings
Training and professional development
Medical, dental and vision coverage (Available to full-time employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
Reasonable accommodation
requests during the application process or selection may be directed to the Human Resources Department at the provided contact information. Information provided on this application will be kept confidential and shared only with those involved in the selection process. Wealth Enhancement is an Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.
#J-18808-Ljbffr