Wealth Services: Client Service Associate
Listed on 2026-10-11
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Customer Service/HelpDesk
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator, Business Administration
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
The Wealth Services:
Client Service Associate – Flexible Hours role at Brown Edwards & Company is now open for applications in Bristol, TN, United States.
Learn more about the Wealth Services:
Client Service Associate – Flexible Hours role in the description above.
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