Client Service Representative and Investment Team Administrator

Keel Point, LLC•Huntsville, AL

1d•Onsite

About The Position

At Keel Point, our investment team is built on precision, service, and expertise. As a Client Service Representative & Investment Team Administrator, you'll be essential to how we serve our clients and manage portfolios. You'll join a collaborative team where your attention to detail and organizational skills directly support our advisors and enhance the client experience. This role is ideal for someone who wants to build a career in investment operations while learning from experienced professionals in a supportive environment.

Requirements

Bachelor's degree or 2+ years of relevant experience in investments, accounting, or operations
Willingness to relocate to or currently living in the Huntsville, Alabama area
Demonstrated understanding of investments and accounting principles
Proficiency in Excel (VLOOKUP, pivot tables, and data organization)
Ability to pass the Series 7 and SIE exams, or commitment to pursue them
Strong organizational skills, attention to detail, and accuracy in your work
Ability to work independently and as part of a collaborative team

Nice To Haves

Bloomberg terminal experience
Prior experience with portfolio management or Orion software
Background in wealth management or investment advisory firms
Familiarity with investment compliance processes
Comfort managing multiple priorities in a fast-paced environment

Responsibilities

Learn and execute critical upkeep processes using Orion portfolio management software
Maintain our document library for investment strategies and manage internally designed marketing materials
Perform daily fund tracking and reconciliation with precision and care
Generate custom performance reports that support client reviews and decision-making
Serve as back-up trader when the head trader is unavailable, executing trades with accuracy
Manage internal team inboxes to support questions and tasks from across departments
Gather performance estimates and data for system uploads, ensuring accuracy at every step
Process account and alternative investment paperwork with attention to detail
Execute money movement transactions for investment team clients
Support the Finance and Compliance teams with invoice and exception processing
Support additional investment team functions as needs arise to keep operations running smoothly