Team Operations Associate
About The Position
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com . Our Brentwood, TN office is hiring a Team Operations Associate to support the lead financial advisor, staff, and clients. This position will be involved with a wide range of duties and offers opportunities to take on increased responsibilities over time. This is an on-site position. In the spirit of pay transparency, we are excited to share 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 us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one. 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.
Requirements
- High school diploma (or equivalent) required
- 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.
Nice To Haves
- 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.
- Experience with Workday or similar HR systems preferred.
Responsibilities
- 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.
- 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.
- 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.
Benefits
- 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)
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
501-1,000 employees
