Client Service Associate-Wealth Services Job Bristol area,Tennessee USA,Finance & Banking

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.

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.
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