Wealth Services: Client Service Associate – Flexible Hours

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

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