Client Service Associate-Wealth Services

About the Role

Brown Edwards, a Top 100 Firm and one of the largest independent CPA firms in the Virginia / West Virginia / Tennessee region, provides assurance, tax, and business advisory services. We support individuals and businesses ranging from small companies to large corporations. We are seeking a Client Service Associate to join our Wealth Services team in Bristol, TN. This role provides foundational operational and administrative support to Wealth Advisors and the BEWS team, focusing on accurate execution of client service activities, account administration, and internal coordination to ensure a consistent, high-quality client experience.

Key Responsibilities

• Provides administrative and operational support to Advisors and the BEWS team.
• Assists with preparation of client meeting materials, reports, and documentation.
• Supports account administration activities, including new account setup, maintenance requests, and processing service items.
• Maintains accurate and up-to-date client information in CRM systems and other firm-supported platforms.
• Coordinates internal workflows, tracks open items, and escalates issues or questions.
• Interacts with clients via phone, email, and electronic correspondence.
• Assists with document management, record retention, and compliance-related filing.
• Learns and applies firm systems, tools, and procedures accurately.
• Collaborates with Advisors, Client Relationship Specialists, and Operations team members.
• Identifies opportunities to improve internal processes and client service workflows.
• 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 and procedures.
• Develops an understanding of the firm’s vision, plan, and strategies.
• Works sufficient hours to complete assigned projects.

Requirements & Tech Stack

• General experience using Microsoft Office software applications.
• Ability to learn firm-supported technology platforms.
• Ability to work accurately with detailed information.
• Ability to manage multiple priorities and deadlines.
• Basic understanding of client service principles.
• Ability to interact professionally and effectively with clients, Advisors, and team members.
• Commitment to learning firm services, systems, and processes.
• Commitment to ongoing professional development.

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.
• Understanding of professional standards expected in a regulated environment.