Client Service Associate - Wealth Management Support

Brown Edwards; Bristol (TN); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Medical, Dental, Vision

FSA and HSA options

Firm-paid Life Insurance

401K Profit Sharing Plan

Annual merit reviews

Generous PTO

Dress for Your Day

Job summary

Brown Edwards in Bristol, TN is seeking a Client Service Associate to support Advisors and the BEWS team in delivering accurate client service. This role focuses on preparing materials, managing accounts, maintaining CRM data, and coordinating workflows in a fast-paced environment.

The position requires strong communication and organizational skills, a degree or relevant experience, and a commitment to professional development within financial services.

Qualifications

• Bachelor’s degree preferred; equivalent education or relevant experience may be considered.
• Interest in financial services, wealth management, or professional services.
• Strong communication, organization, and analytical skills.
• Proficiency with Microsoft Office and ability to learn firm-supported platforms.
• Ability to manage multiple priorities and deadlines with accuracy.
• Understanding of client service principles in a regulated environment.
• Professional interaction with clients, Advisors, and team members.
• Commitment to ongoing professional development and learning.

Responsibilities

• Provides administrative and operational support to Advisors and the BEWS team to ensure timely and accurate client service.
• Assists with preparation of client meeting materials, reports, and documentation.
• Supports account administration activities, including new account setup, maintenance requests, and processing of service items.
• Maintains accurate client information in CRM systems and other firm-supported platforms.
• Coordinates internal workflows, tracks open items, and escalates issues as needed.
• Interacts with clients via phone, email, and electronic correspondence professionally.
• Assists with document management, record retention, and compliance filing requirements.
• Learns firm systems, tools, and procedures and applies them accurately.
• Collaborates with Advisors, Client Relationship Specialists, and Operations to support service delivery.
• Identifies opportunities to improve internal processes and communicates suggestions.
• Participates in training to deepen knowledge of firm services and wealth management operations.
• Performs other duties and special projects as assigned.
• Maintains firm confidentiality and adheres to the Associate Handbook policies.
• Develops understanding of the firm’s vision, plan, and strategies and their role.
• Works sufficient hours needed to complete projects assigned.

Skills

Communication

Organization

Analytical skills

Attention to detail

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Job description

Brown Edwards in Bristol, TN is seeking a Client Service Associate to support Advisors and the BEWS team in delivering accurate client service. This role focuses on preparing materials, managing accounts, maintaining CRM data, and coordinating workflows in a fast-paced environment.

The position requires strong communication and organizational skills, a degree or relevant experience, and a commitment to professional development within financial services.