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Front Desk & Client Services Lead – Wealth Management

Job in Nashville, Davidson County, Tennessee, 37247, USA
Listing for: Forgent Ltda.
Full Time position
Listed on 2026-10-13
Job specializations:
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 52000 - 62000 USD Yearly USD 52000.00 62000.00 YEAR
Job Description & How to Apply Below

Forgent Ltda. is partnering with a growing wealth management firm in Franklin, TN to hire a dedicated front desk administrator. You will welcome clients, keep advisors’ days on track, process client checks, and support compliance recordkeeping.

The role requires 2–3 years of experience in administration, reception, or client service, and offers a path for growth within the firm. Work in-office, Monday–Thursday 8 to 5 and Friday 8 to 3, with occasional evening client events.

Are you ready to take on the Front Desk & Client Services Lead – Wealth Management role at Forgent Ltda.?

We are currently recruiting a Front Desk & Client Services Lead – Wealth Management for our team in Nashville, TN, United States.

This is a strong position to take on the Front Desk & Client Services Lead – Wealth Management role at Forgent Ltda.

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