Top 99 Client advisor Jobs in Johnson City Tn

Client Service Associate-Wealth Services
Brown Edwards —Bristol, TN
- Full-time
- Mid-level
- Office
- Analysis skills
- Profit sharing
- Health savings account
Financial Professional
New York Life —Johnson City, TN
- $75,000 - $150,000 a year
- Full-time
- Hybrid work
- Recruiting
- Business
- Master of Business Administration
- Health insurance
- Dental insurance
Quick Apply
12d
RSVP - W2 Life Insurance Specialist - Remote - Hiring Event
Insurance Supermarket Inc. —Tennessee
- $38,500 - $180,000 a year
- Full-time
- Computer literacy
- Mid-level
- Communication skills
- Health insurance
- Paid time off
Outside Sales Agronomist
Confidential —Tennessee
- $72,000 - $90,000 a year
- Full-time
- Background check
- Data analysis skills
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Financial Representative
Northwestern Mutual —Tri-Cities, TN
- $75,000 - $150,000 a year
- Full-time
- Background check
- Business development
- In-person
- Health savings account
- Disability insurance
Quick Apply
Wealth Management Client Associate
Bank of America —Johnson City, TN
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
3d
Wealth Management Client Sales Specialist
First Horizon Bank —Johnson City, TN
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Wellness program
- Health savings account
Quick Apply
4d
Service Greeter
Bristol Honda —Bristol, TN
- Full-time
- Clean driving record
- Dealership
- Driver's License
- Paid holidays
- Dental insurance
Quick Apply
Market Manager Commercial Banking
First Community Bank —Johnson City, TN
- $61.65 - $102.75 an hour
- Office
- 3 years
- Finance
- Paid holidays
- Health insurance
Clinique Beauty Advisor - Part Time
Belk —Kingsport, TN
- Part-time
- Cosmetology License
- Windows
- Computer skills
5d
Part-Time Beauty Advisor - Sephora
KOHLS —Kingsport, TN
- From $13.30 an hour
- Part-time
- Writing skills
- Communication skills
- Entry level
Branch Office Administrator
Edward Jones —Kingsport, TN
- Full-time
- Computer literacy
- Office
- Communication skills
- Profit sharing
- Health savings account
6d
Senior Wealth Advisor - Hybrid
Cetera Financial Group —Johnson City, TN
- $300,000 a year
- Full-time
- Hybrid work
- Finance
- 8 years
- Business development
6d
Merrill Financial Solutions Advisor (Partially Licensed) - Blue Ridge Market
Bank of America —Johnson City, TN
- Full-time
- Background check
- Military
- Mid-level
4d
Sales Training Program – Reverse Mortgage Loan Officer
Mutual of Omaha Mortgage —Johnson City, TN
- From $100,000 a year
- Full-time
- Entry level
- Paid holidays
- Health insurance
Quick Apply
Service Receptionist / Coordinator
Rick Hill Imports - Kingsport, TN —Kingsport, TN
- $12 - $14 an hour
- Full-time
- Background check
- Dealership
- Pass drug screening
- Health insurance
- 401(k)
Quick Apply
Tax Senior Manager
Brown Edwards —Bristol, TN
- $130,000 - $180,000 a year
- Full-time
- CPA
- Office
- Analysis skills
- Profit sharing
- Health savings account
Sales and Marketing Specialist- Business Development
Sinclair Broadcast Group —Bristol, VA
- $60,000 a year
- Full-time
- Customer service
- Mid-level
- Business development
- Employee stock purchase plan
- Disability insurance
Experienced Service Advisor
Johnson City Acura/Mazda —Johnson City, TN
- $75,000 - $85,000 a year
- Weekends as needed
- ASE Certification
- Background check
- Clean driving record
- Paid holidays
- Health insurance
Quick Apply
Advisory
ITC WORLDWIDE —Johnson City, TN
- CPA
- Bachelor of Science
- Mid-level
Quick Apply

I want to receive the latest job alert for client advisor in johnson city tn

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client advisor jobs near johnson city tn

Financial Advisor jobs in Johnson City, TN

Loan Officer jobs in Johnson City, TN

Outside Sales Representative jobs in Tennessee

Insurance Specialist jobs in Tennessee

Financial Advisor jobs in Raleigh, NC

Financial Advisor jobs in Montana

Financial Analyst jobs in Richmond, VA

Financial Advisor jobs in Baltimore, MD

Financial Advisor jobs in Maine

Social Work Field Education Advisor jobs in New York, NY

Financial Advisor jobs in Champaign, IL

Client Services Associate jobs in Springfield, MA

Client Services Associate jobs in Orland Park, IL

Associate Of Science Degree jobs in Michigan

Client Services Associate jobs in Bethlehem, PA

Front Desk Associate jobs in New York, NY

Associate Dentist jobs in New York, NY

Associate Degree Psychology jobs in Chicago, IL

Client Services Associate jobs in Green Bay, WI

Beauty Advisor jobs in Sterling, VA

Client Service Associate-Wealth Services

Brown Edwards -
Bristol, TN

Apply Now

Job Details

Full-time

Benefits

Profit sharing
Health savings account
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
Life insurance

Qualifications

Documentation tools
Productivity software

Full Job 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!

The Client Service Associate is responsible for providing foundational operational and administrative support to Wealth Advisors and the broader BEWS (Brown Edwards Wealth Services) team. This role focuses on accurate execution of client service activities, account administration, and internal coordination to support a consistent, high-quality client experience. Client Service Associates develop a working knowledge of wealth management services, processes, and systems while building core professional skills.

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, organizational, 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.
“Dress for Your Day” policy.
Whether you aspire to pass the CPA exam or pursue an additional designation, we offer educational support and Continuing Professional Education (CPE) programs to help you achieve your goals!
Participation in professional and civic organizations is encouraged! Brown Edwards is proud to be deeply involved in many charitable organizations that give back to our communities. We even offer reimbursements for some membership dues.
Collaborative work groups or “niches” provide opportunity to work closely with Partners and Directors, allowing you to learn, grow, and build your career.

Brown Edwards provides equal employment to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, transfer, leaves of absence, compensation and training.

Apply Now

Refine Your Search

client advisor jobs in johnson city tn

Client Service Associate-Wealth Services

Financial Professional

RSVP - W2 Life Insurance Specialist - Remote - Hiring Event

Outside Sales Agronomist

Financial Representative

Wealth Management Client Associate

Wealth Management Client Sales Specialist

Service Greeter

Market Manager Commercial Banking

Clinique Beauty Advisor - Part Time

Part-Time Beauty Advisor - Sephora

Branch Office Administrator

Senior Wealth Advisor - Hybrid

Merrill Financial Solutions Advisor (Partially Licensed) - Blue Ridge Market

Sales Training Program – Reverse Mortgage Loan Officer

Service Receptionist / Coordinator

Tax Senior Manager

Sales and Marketing Specialist- Business Development

Experienced Service Advisor

Advisory

I want to receive the latest job alert for client advisor in johnson city tn

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected