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Wealth Services Client Support Associate
Job in
Bristol, Sullivan County, Tennessee, 37621, USA
Listed on 2026-08-08
Listing for:
Brown Edwards & Company
Full Time
position Listed on 2026-08-08
Job specializations:
-
Customer Service/HelpDesk
Office Administrator/ Coordinator
Job Description & How to Apply Below
Brown Edwards & Company, a Top 100 Firm, seeks a Client Service Associate in Bristol, TN to support Wealth Advisors and BEWS. You will handle administrative tasks, assist with meeting materials, process account items, and maintain CRM data, ensuring accurate, high‑quality client service.
You’ll interact with clients professionally and contribute to process improvements. The role emphasizes learning firm systems, cross‑team collaboration, and adherence to compliance and confidentiality standards
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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