Client Service Associate

At Kassouf Wealth Advisors, we are an independent, fee-only Registered Investment Advisor (RIA) dedicated to helping individuals and families organize, manage, and preserve their wealth with purpose and clarity.

Our experienced team of CERTIFIED FINANCIAL PLANNER™ professionals provides comprehensive financial planning and investment advisory services built on trust, transparency, and technical excellence.

We believe in a collaborative, client-first culture where every team member plays an integral role in delivering an exceptional client experience. Our firm continues to grow, making this an exciting time to join a mission-driven organization that values professional development, innovation, and long-term relationships.

The Opportunity :

The Client Service Associate is a cornerstone of our client experience and advisory support team. You’ll work closely with our advisors to ensure seamless operations, exceptional client service, and efficient administrative processes that keep the firm running smoothly.

If you thrive in a professional, detail-oriented environment and take pride in anticipating client needs before they arise, this role offers an excellent opportunity to grow your career in wealth management within a supportive and team-oriented culture.

Key Responsibilities :

Client Experience & Relationship Management :

• Serve as a friendly, reliable point of contact for clients, handling inquiries, requests, and service needs with professionalism and care.
• Coordinate and prepare materials for client meetings, including reports, summaries, and follow-ups.
• Maintain accurate and complete client records in the firm’s CRM and portfolio management systems.
• Partner with advisors to ensure every client interaction reflects our firm’s commitment to excellence.

Account Administration & Operations :

Advisor & Team Support :

What You Bring :

Required Qualifications :

Preferred Qualifications :

Who You Are :

Compensation & Benefits :

Why Join Kassouf Wealth Advisors?

About Kassouf & Co. :

Founded in 1931, we are one of Birmingham's most established and respected firms. We use our strong history to propel our team toward a bright future. Our advisory mindset and firm vision are at the core of everything we do. We are more than accountants; we are trusted advisors for the array of industries we serve.