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Wealth Operations Associate: Data, Reconciliation & Support

Job in Franklin, Williamson County, Tennessee, 37068, USA
Listing for: SageSpring Wealth Partners
Full Time position
Listed on 2026-01-24
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
A leading wealth management firm in Franklin, TN is seeking a motivated Wealth Operations Associate to join their Internal Operations team. The role focuses on managing client data reconciliation, supporting operational workflows, and ensuring data integrity. Ideal candidates will have a Bachelor's degree, 2–3 years of relevant experience, and proficiency in Excel. This position contributes to advisor efficiency and client satisfaction in an energetic work environment.
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Position Requirements
10+ Years work experience
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