Client Service Associate-Wealth Services

Brown Edwards & Company; Bristol (TN); On-site; USD 28,000 - 34,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K Plan

Flexible PTO

Job summary

Brown Edwards & Company in Bristol, TN is seeking a Client Service Associate to provide foundational operational and administrative support to Wealth Advisors and the BEWS team. You will assist with client materials, account setup, and documentation, while maintaining CRM data and coordinating internal workflows.

This role emphasizes accurate execution of client service activities, multi-priority management, and professional client interactions, with opportunities for learning wealth management

Qualifications

• Bachelor’s degree preferred; equivalent education or relevant experience may be considered.
• Demonstrated interest in financial services, wealth management, or professional services.
• Strong communication, organizational, and analytical skills.
• General experience using Microsoft Office software applications and ability to learn firm-supported technology platforms.

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 in accordance with firm and custodian requirements.
• Maintains accurate and up-to-date client information in CRM systems and other firm-supported platforms.
• Collaborates with Advisors and Operations team members to support client service delivery.

Skills

Communication skills

Organizational skills

Analytical skills

Microsoft Office

CRM familiarity

Education

Bachelor’s degree preferred

Tools

Microsoft Office

CRM systems

Job description

A Top 100 Firm, Brown Edwards provides assurance, tax and business advisory services to a diverse clientele. With a firm-wide staff of approximately 450 professionals, our accounting firm is one of the largest independent CPA firms in the Virginia / West Virginia / Tennessee region. We support individuals and businesses ranging from small companies to large corporations. Our success is directly attributable to an unyielding commitment to excellence in every aspect of our work.

Core Values: Integrity : Community : Respect : Excellence : Transformative

We are seeking a Client Service Associate to join our team in Bristol, TN!

The Client Service Associate is responsible for providing foundational operational and administrative support to Wealth Advisors and the broader BEWS (Brown Edwards Wealth Services) team. This role focuses on accurate execution of client service activities, account administration, and internal coordination to support a consistent, high-quality client experience. Client Service Associates develop a working knowledge of wealth management services, processes, and systems while building core professional skills.

What your day looks like:

• 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 in accordance with firm and custodian requirements.
• Maintains accurate and up-to-date client information in customer relationship management (CRM) systems and other firm-supported platforms.
• Coordinates internal workflows, tracks open items, and escalates issues or questions appropriately.
• Interacts with clients via phone, email, and electronic correspondence in a professional and courteous manner.
• Assists with document management, record retention, and compliance-related filing requirements.
• Learns firm systems, tools, and procedures and applies them consistently and accurately.
• Collaborates with Advisors, Client Relationship Specialists, and Operations team members to support overall client service delivery.
• Identifies opportunities to improve internal processes and client service workflows and communicates suggestions to appropriate team members.
• Participates in training activities to build knowledge of firm services, procedures, and wealth management operations.
• Performs other duties and special projects as assigned.
• Maintains firm confidentiality.
• Follows firm policies by conforming to procedures outlined in the Associate Handbook.
• Develops an understanding of the firm’s vision, plan, and strategies and their role in achieving them.
• Works sufficient hours needed in order to complete projects assigned.

What you need for this role:

• Bachelor’s degree preferred; equivalent education or relevant experience may be considered.
• Demonstrated interest in financial services, wealth management, or professional services.
• Strong communication, organizational, and analytical skills.
• General experience using Microsoft Office software applications and ability to learn firm-supported technology platforms.
• Ability to work accurately with detailed information while managing multiple priorities and deadlines.
• Basic understanding of client service principles and professional standards expected in a regulated environment.
• Ability to interact professionally and effectively with clients, Advisors, and team members.
• Commitment to learning firm services, systems, and processes and to ongoing professional development.

What you can expect from us:

• Full benefits package including: Medical, Dental, Vision, FSA and HSA options, STD/LTD, Firm-paid Life Insurance, and Supplemental Life, Critical Illness and Accident coverages.
• 401K Profit Sharing Plan with Pre-tax and Roth deferral options and employer match.
• Competitive compensation and annual merit considerations.
• Annual and engagement-based performance assessments.
• Firm-wide Peer Recognition and Rewards platform to support our culture of year-round positive feedback and communication.
• Flexible working options with generous PTO.
• “Dress for Your Day” policy.
• Whether you aspire to pass the CPA exam or pursue an additional designation, we offer educational support and Continuing Professional Education (CPE) programs to help you achieve your goals!
• Participation in professional and civic organizations is encouraged! Brown Edwards is proud to be deeply involved in many charitable organizations that give back to our communities. We even offer reimbursements for some membership dues.
• Collaborative work groups or “niches” provide opportunity to work closely with Partners and Directors, allowing you to learn, grow, and build your career.

Pay Range:

$20.00-$25.00 an hour.

Actual compensation will be determined based on relevant experience, credentials, demonstrated skills, performance, and business need.

Brown Edwards provides equal employment to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, transfer, leaves of absence, compensation and training.