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Client Service Associate - Wealth Management

RFG Advisory

Birmingham, AL · $65k–$72k a year · Posted November 5, 2026

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More in Alabama job market · All Client Service Associate jobs (168) · Professional Services & Consulting · Investment jobs

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Where Birmingham, AL ranks

Where Birmingham, AL placed in our monthly rankings, month by month. Each month stays online at its own address.

Pay compared with the market

This listing pays about $68,500 a year. Across 63 open client service associate listings that state pay, the middle half runs $55,000 to $72,500 and the median is $65,000. That is inside the middle half of those listings, 5% above the median.

Listed pay is what employers advertise, not what people are paid.

Client Service Associate salaries by state · Check your own pay

How AI is used in this kind of work

Among brokerage clerks, AI is already used for some of the tasks. Measured exposure for brokerage clerks: 17% (some).

Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.

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About the job

...Manages time effectively. Build Trust. Create Clarity. Strengthen The Advisor– Client Experience. The Client Service Associate sits at the center of the Advisor’s practice, connecting people, processes, and systems to deliver a seamless client experience. This role is equal...