Client & 401(k) Service Associate Position Available In Davidson, Tennessee
Tallo's Job Summary: Client & 401(k) Service Associate position at The R.O.W. Group in Nashville, TN is a full-time, in-person role. Responsibilities include office & client service, 401(k) plan support, and operational organization. Ideal candidates are organized, detail-oriented, tech-savvy, and have a background in finance or client service. Benefits include a competitive salary starting at $45,000 per year, healthcare coverage, 401(k) plan, and generous PTO. Apply by sending your resume to admin@therowgroup.com.
Job Description
Client & 401(k) Service Associate The R.O.W. Group 2020 21st Avenue South, Nashville, TN 37212 Client & 401(k) Service Associate The R.O.W. Group | Nashville, TN | Full-time | In-Person Only Stewarding Wealth. Sustaining Legacy. At The R.O.W. Group, we believe wealth is more than money—it’s responsibility, legacy, and opportunity. We help families flourish across generations, and we’re looking for a sharp, organized, service-minded professional to join us in doing that every day. This is a 100% in-office position at our Nashville headquarters. We value real-time teamwork, face-to-face collaboration, and the energy that comes from working together in person. If you love people, crave structure, and want to work where you’re truly part of the mission, read on. The R.O.W. Group is a Financial Architectural Firm headquartered in Nashville, Tennessee. Founded in 1986, our goal is to assist our clients with their Responsibility of Wealth (R.O.W.). We specialize in designing and guiding a proprietary Financial Blueprint from its initial development through implementation. Visit our website to learn more about who we are and what we do: https://therowgroup.com/ or our company
LinkedIn:
https://www.linkedin.com/company/the-r-o-w–group What You’ll Do/ Job Description You’ll be the steady hand and welcoming presence supporting both our day-to-day operations and our 401(k) retirement plan practice.
Your responsibilities include:
Office & Client Service Greet clients and guests warmly and professionally Answer/direct calls and messages Handle incoming/outgoing mail, shipping, and postage Maintain office supply inventory and equipment (printer, copier, postage meter) Coordinate maintenance and run light weekly office tasks 401(k) Plan Support Prepare enrollment materials and assist with meeting logistics Submit forms and track enrollment follow-through Monitor and respond to plan sponsor inquiries via 401(k) email inbox Track plan data (AUM, participant count, force-out reporting) Maintain CRM data integrity for plans and clients Help prepare investment proposal materials and support fiduciary reports Operational Organization Maintain and archive paper and digital files Assist with quarterly and semi-annual report projects Clean and update prospecting lists and key CRM records Document processes and support internal system improvements What You Bring Experience in administrative, operations, or client service roles Highly organized, great at follow-through, and detail-oriented Friendly, proactive communicator—comfortable on the phone, in person, and via email
Tech-savvy:
you can navigate spreadsheets, CRMs, and digital tools with ease Background in financial services or 401(k) support is a bonus, but not required A degree in Finance, Business or Accounting is preferred, but not required Why You’ll Love Working Here We’re a close-knit, purpose-driven team with a culture centered around one word: Flourishing . At The R.O.W. Group, that means: You’ll have clear structure, meaningful work, and real growth opportunities You’ll be supported by leaders who care deeply about people, not just productivity You’ll work in a calm, comfortable, and collaborative environment (complete with our Chief Comfort Officer—Macie, the office dog) You’ll be part of helping clients protect, grow, and pass on wealth with integrity Benefits & Compensation We offer a generous and competitive benefits package that includes: Competitive salary based on experience 100% employer-paid Healthcare, Dental, and Vision insurance 401(k) Retirement Plan with a Safe Harbor Match Generous PTO and paid holidays A supportive, team-first environment—where work/life balance actually means something How to Apply Please send your resume and a brief note sharing why this role excites you to: admin@therowgroup.com
Job Type:
Full-time Pay:
From $45,000.00 per year
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance
Shift:
8 hour shift Day shift
Work Location:
In person
