Client Service Representative

Keel Point, LLC•Huntsville, AL

6d•Onsite

About The Position

Keel Point, a premier wealth management firm, with multiple locations in the United States, is seeking an experienced Client Service Representative to join our team in our Huntsville, AL location. Keel Point serves a wide variety of clients with the highest levels of financial fiduciary excellence. The CSR works closely with a team of advisors to deliver outstanding client service. The role requires frequent communication and coordination with the advisors, clients, and internal and external partners.

Requirements

Minimum of 2 years of experience in the financial industry preferred.
Strong organizational and communication skills.
Proficiency in Microsoft Office applications.
Excellent time management abilities with a proven capacity to prioritize tasks, meet deadlines, and manage competing responsibilities effectively.
Demonstrated commitment to providing excellent customer service and the ability to manage multiple tasks efficiently in both team and independent settings.
Proactive, self-motivated, and skilled at building and maintaining strong professional relationships.

Nice To Haves

Bachelor's degree preferred.
Series 7 and Series 66 (or Series 63 and 65) licenses preferred.
Familiarity with the Fidelity platform preferred, but not required.

Responsibilities

Build and maintain strong client relationships to deliver the highest level of service.
Act as the primary liaison between the branch office, custodial platforms, and internal operations.
Facilitate new client onboarding, including account setup across custodial platforms, asset transfers, and investment management coordination.
Manage daily account administration tasks such as money movements, account updates, and routine client information requests.
Maintain and organize client records in compliance with FINRA and SEC regulatory requirements.
Track and manage client relationships, accounts, communications, and requests using our CRM system.
Support advisors in business development initiatives to promote growth and client retention.
Prepare accurate, client-ready reports using various software tools, while monitoring project progress and deadlines.
Oversee general office operations by prioritizing daily tasks, including answering phones, handling mailings, and supporting team operations.
Serve as a backup for other team members to ensure consistent team coverage.
Participate in special projects and recommend process improvements to enhance efficiency.
Perform additional duties as assigned.