About this role
Team Operations Associate at Wealthenhancement. Location: Brentwood, Tennessee, United States. Role: servicing accounts, scheduling reviews, managing documentation Requirements: High school diploma required (post-secondary preferred). Prior office/financial services experience preferred. Strong organizational and communication skills; proficiency with Microsoft Office and Workday/CRM. Securities or insurance licenses a plus. Category: Business Operations Seniority: Entry Level Tools: CRM, Workday, Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint Certifications: securities, insurance Commitment: Full Time Workplace: Onsite Languages: English