Top 64 Client advisor Jobs in Kingsport, Tn

Client Service Associate-Wealth Services
Brown Edwards —Bristol, TN
- Full-time
- Mid-level
- Office
- Analysis skills
- Profit sharing
- Health savings account
6d
FirstCall Claims— Senior Public Insurance Adjuster / Sales Producer (1099) Tennessee
FirstCall Claims —Tennessee
- $80,000 - $300,000 a year
- Full-time
- Remote
- Background check
- Sales
- 5 years
Quick Apply
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
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
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
Trust Administrator
First Covenant Trust and Advisors —Johnson City, TN
- Full-time
- Finance
- Business development
- Bachelor's degree
Quick Apply
Part-Time Beauty Advisor - Sephora
KOHLS —Kingsport, TN
- From $13.30 an hour
- Part-time
- Writing skills
- Communication skills
- Entry level
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
7d
Sales Executive
Workspace Interiors, Inc. —Kingsport, TN
- $80,000 - $100,000 a year
- 5 years
- ERP systems
- Research
- Health savings account
- Paid holidays
Quick Apply
9d
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
Finance & Operations Analyst
Workspace Interiors, Inc. —Kingsport, TN
- $45,000 - $55,000 a year
- Mid-level
- Office
- Finance
- Health savings account
- Paid holidays
Quick Apply
Commercial Insurance Marketing Analyst
Marsh McLennan Agency —Kingsport, TN
- Full-time
- Hybrid work
- Mid-level
- High school diploma or GED
- Experience equivalent to degree accepted
- Tuition reimbursement
Resident Manager
Morgan Stanley —Kingsport, TN
- Full-time
- 5 years
- Office
- Bachelor's degree
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
Fast Track to Management
New York Life Insurance Company & NYLIFE Securities, LLC. —Tri-Cities, TN
- $75,000 - $150,000 a year
- Full-time
- Hybrid work
- US work authorization
- Recruiting
- Business
- Disability insurance
- Health insurance
Quick Apply
Service Greeter
Bristol Honda —Bristol, TN
- Full-time
- Clean driving record
- Dealership
- Driver's License
- Paid holidays
- Dental insurance
Quick Apply
Licensed Medicare Insurance Agent (Remote)
HEALTHPLANONE, LLC —Kingsport, TN
- Weekends as needed
- Remote
- 18 years or older
- Mid-level
- High school diploma or GED
- Health insurance
Quick Apply
Estee Lauder Beauty Advisor - Full Time
Belk —Johnson City, TN
- Weekends as needed
- Cosmetology License
- Windows
- Computer skills
1d
Clinique Beauty Advisor - Full Time
Belk —Johnson City, TN
- Weekends as needed
- Cosmetology License
- Windows
- Computer skills
Clinique Beauty Advisor - Part Time
Belk —Bristol, TN
- Part-time
- Cosmetology License
- Windows
- Computer skills

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client advisor jobs near kingsport, tn

Client Service Associate-Wealth Services

Brown Edwards -
Bristol, TN

Apply Now

Job Details

Full-time
6 days ago

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 kingsport, tn

Client Service Associate-Wealth Services

FirstCall Claims— Senior Public Insurance Adjuster / Sales Producer (1099) Tennessee

Financial Professional

RSVP - W2 Life Insurance Specialist - Remote - Hiring Event

Financial Representative

Trust Administrator

Part-Time Beauty Advisor - Sephora

Sales Training Program – Reverse Mortgage Loan Officer

Sales Executive

Service Receptionist / Coordinator

Finance & Operations Analyst

Commercial Insurance Marketing Analyst

Resident Manager

Experienced Service Advisor

Fast Track to Management

Service Greeter

Licensed Medicare Insurance Agent (Remote)

Estee Lauder Beauty Advisor - Full Time

Clinique Beauty Advisor - Full Time

Clinique Beauty Advisor - Part Time

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