The R.O.W. Group · 1 week ago
Client Service & Case Management Specialist
Nashville, TN
Full-time
Onsite
Entry, Mid LevelThe R.O.W. Group is a detail-focused firm recognized for its supportive culture and high standards. They are seeking a Client Service & Case Management Specialist to support wealth planning and insurance operations by maintaining client financial records and managing policyholder service needs.
FinanceFinancial ServicesFinTech
Responsibilities
Maintain highly detailed client financial records that support advisor preparation and client deliverables
Serve as a primary point of contact for client service needs outside of 401(k) plans
Manage ongoing policyholder service and insurance administration, coordinating with carriers and internal teams
Support insurance cases from initial inquiry through ongoing service, ensuring accurate documentation and follow-through
Coordinate with attorneys and professional partners on planning-related documentation
Support case management, meeting preparation, and follow-up tracking
Maintain accurate client and policy data within the firm’s CRM
Qualification
Required
Exceptional attention to detail and strong organizational skills
Sound professional judgment and discretion
Ability to work independently within structured processes
Clear, professional written and verbal communication
Preferred
Experience in insurance operations, client service, or financial services support preferred
Company
The R.O.W. Group
The R.O.W. Group is a Financial Architectural Firm . We assist our clients with their Responsibility of Wealth (R.O.W.).
Founded in 1986
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase