Client Service Associate-Wealth Services

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

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.

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!

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, organization, 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.

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.