What are the responsibilities and job description for the Client Service Associate position at Kassouf?
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:
Required Qualifications:
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.
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.
- Manage new account openings, transfers, and maintenance through custodians (e.g., Charles Schwab, TIAA).
- Process deposits, withdrawals, required minimum distributions (RMDs), and beneficiary changes promptly and accurately.
- Support billing, performance reporting, and operational workflows with precision and consistency.
- Identify process improvements that enhance accuracy, efficiency, and client experience.
- Coordinate advisor schedules, client meetings, and onboarding for new clients.
- Assist with the implementation of financial plans and follow up on action items.
- Collaborate with advisors and operations staff to strengthen internal systems and workflows.
Required Qualifications:
- Bachelor’s degree.
- 2–5 years of experience in financial services, ideally with an RIA or wealth management firm.
- Knowledge of investment account operations, custodial processes, and regulatory standards.
- Exceptional attention to detail and organizational skills.
- Strong proficiency in Microsoft Office Suite and CRM systems (e.g., Redtail, Salesforce).
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
- Experience working with custodians such as Charles Schwab or TIAA.
- Familiarity with portfolio management or financial planning software.
- Working knowledge of RIA compliance and operational procedures.
- Excellent communication and interpersonal skills.
- Professional, polished, and client-centered.
- A proactive self-starter who anticipates needs and takes initiative.
- A team player who values collaboration, accountability, and excellence.
- Guided by integrity, fiduciary responsibility, and a desire to make a difference in clients’ financial lives.
- Competitive salary commensurate with experience.
- Performance-based bonus opportunities.
- Comprehensive health, dental, and vision insurance.
- 401(k) plan with employer match.
- Paid time off plus firm holidays.
- Professional development support, including training and certification reimbursement.
- Join a trusted, growing firm recognized for excellence in client service and fiduciary care.
- Build your career alongside experienced CFP® professionals who are invested in your success.
- Work in a collaborative culture that values ideas, initiative, and continuous learning.
- Make a tangible impact by helping clients achieve lifelong financial goals.
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.