Administrative Assistant / Client Service Coordinator

Job Description Job Description Company Overview: The R.O.W. Group has been recognized as one of Nashville’s Best Places to Work for five consecutive years by the Nashville Business Journal and honored as one of the Best & Brightest Companies to Work For in the Nation. We’re a boutique financial planning and wealth management firm known for our collaborative culture, innovative thinking, and client-first approach. Position Summary: We’re seeking a tech-savvy, detail-loving, and energetic Client Services Coordinator / Administrative Assistant to join our Nashville team. This is a career-building role in financial services with mentorship, licensing support, and a clear growth path. What You’ll Do: Support client onboarding and maintain/update financial “blueprints” Assist with policyholder service (premium tracking, death claims, investment account servicing) Help coordinate 401(k) enrollment prep and plan sponsor communications Manage CRM data, track licenses, and prepare meeting materials Assist with marketing initiatives, newsletters, social media scheduling, and website updates Pitch in on office operations like phones, mail, and supply management (team effort!) Qualifications: Bachelor’s degree or 2–3 years office experience (financial services a plus but not required) Strong tech skills (Microsoft 365, CRM systems, social media) Excellent organizational skills and attention to detail Positive, energetic attitude with willingness to learn Salary & Benefits: $50,000–$75,000 base plus annual bonus potential, based upon experience 401(k) with company match Paid time off & holidays Professional development and licensing support Why Join Us: Mentorship from experienced advisors and operations leaders Opportunity to move into Client Services, Operations Manager, or Advisor track Collaborative, award-winning culture If you’re ready to launch your career in financial services with a nationally recognized, award-winning firm, we’d love to hear from you. Click “Apply” to submit your resume and cover letter to take the first step toward joining our team. Company Description Celebrating almost 40 years in business, The R.O.W. Group team changes peoples lives by assisting our clients with their Responsibility of Wealth (R.O.W.). The R.O.W. Group has been recognized as one of Nashville’s Best Places to Work for five consecutive years by the Nashville Business Journal and honored as one of the Best & Brightest Companies to Work For in the Nation. We’re a boutique financial planning and wealth management firm known for our collaborative culture, innovative thinking, and client-first approach. To be successful at The R.O.W. Group you will need to be self-driven, self-motivated and have a hunger to win. We will teach you methods and you will learn from the most accomplished planners in the city. We give our team the tools to be successful. Company Description Celebrating almost 40 years in business, The R.O.W. Group team changes peoples lives by assisting our clients with their Responsibility of Wealth (R.O.W.). The R.O.W. Group has been recognized as one of Nashville’s Best Places to Work for five consecutive years by the Nashville Business Journal and honored as one of the Best & Brightest Companies to Work For in the Nation. We’re a boutique financial planning and wealth management firm known for our collaborative culture, innovative thinking, and client-first approach.\n\nTo be successful at The R.O.W. Group you will need to be self-driven, self-motivated and have a hunger to win. We will teach you methods and you will learn from the most accomplished planners in the city. We give our team the tools to be successful.

Location: Nashville, Tennessee, US

Posted Date: 11/25/2025