Top 39 Wealth client 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
Construction Scheduler (Hybrid)
Parsons —Kingsport, TN
- $88,400 - $154,700 a year
- Hybrid work
- Construction site
- 5 years
- Military
- Wellness program
- Paid holidays
1d
Sr. Project Manager
Parsons —Kingsport, TN
- $134,100 - $241,400 a year
- Construction site
- 11+ years
- Office
- Wellness program
- Paid holidays
Call Center Operations Manager - Kingsport & Blountville, TN
ACT —Kingsport, TN
- Full-time
- Mid-level
- Children
- Recruiting
- Paid holidays
- Paid time off
Quick Apply
Deputy Project Manager
Parsons —Kingsport, TN
- $125,100 - $225,200 a year
- 5 years
- Engineering
- Analysis skills
- Wellness program
- Paid holidays
Project Manager - Pre-Construction and Capture
Parsons —Kingsport, TN
- $125,100 - $225,200 a year
- Engineering
- Senior level
- Professional Engineer
- Wellness program
- Paid holidays
Resident Manager
Morgan Stanley —Kingsport, TN
- Full-time
- 5 years
- Office
- Bachelor's degree
Call Center Operations Manager - Healthcare - Fairview, TN
ACT —Johnson City, TN
- Full-time
- Mid-level
- High school diploma or GED
- Criminal background check
- Paid holidays
- Paid time off
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
Staff Accountant
Thompson & Litton Inc —Johnson City, TN
- $42,000 - $55,000 a year
- Full-time
- ERP systems
- Mid-level
- Office
- Health insurance
- 401(k) matching
Quick Apply
1d
Personal Banker II - Float
First Community Bank —Bristol, VA
- $19.52 - $26.41 an hour
- Mid-level
- Office
- 3 years
- Paid holidays
- Health insurance
1d
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Insurance & Financial Services Professional | Remote 1099
Abundance Architects —United States
- $50,000 - $100,000 a year
- Part-time
- Remote
- Background check
- 18 years or older
- No experience needed
- Flexible schedule
Quick Apply
Regional Vice President of Sales (Southeast)
Fisher Investments —United States
- From $175,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance

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Loan Officer
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Wealth Management Administrative Assistant
Vaco by Highspring —Columbus, OH
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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

wealth client jobs in kingsport, tn

Client Service Associate-Wealth Services

Construction Scheduler (Hybrid)

Sr. Project Manager

Call Center Operations Manager - Kingsport & Blountville, TN

Deputy Project Manager

Project Manager - Pre-Construction and Capture

Resident Manager

Call Center Operations Manager - Healthcare - Fairview, TN

Market Manager Commercial Banking

Staff Accountant

Personal Banker II - Float

Relationship Manager – Private Wealth & Tax Solutions

Insurance & Financial Services Professional | Remote 1099

Regional Vice President of Sales (Southeast)

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