Front Desk & Client Services Lead – Wealth Management

Forgent Ltda.; Nashville (TN); On-site; USD 52,000 - 62,000; Full time

Benefits offered by this job

401(k) with company match

Licensing and education reimbursement

Job summary

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.

Qualifications

• 2–3 years of experience in administration, reception, or client service.

Responsibilities

• Welcome clients and direct them to the appropriate advisor.
• Process client checks under FINRA/SEC requirements and support compliance recordkeeping.
• Help run client events and manage front-desk operations.

Skills

Front desk

Client service

Reception

Job description

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.