Client Service Representative

Keel Point • Huntsville, AL

13d • Onsite

About The Position

About Keel Point Keel Point is a wealth management firm serving clients across the country with a deep commitment to fiduciary excellence and genuine, lasting relationships. We are looking for a Client Service Representative to join our Huntsville, AL team - someone who takes real pride in helping people and making every client interaction feel seamless and personal. As a CSR, you will be at the heart of the client experience. Working side by side with our advisors, you will keep things running smoothly behind the scenes and serve as a trusted, friendly point of contact for the clients we serve. If you love organization, problem-solving, and taking care of people, you will feel right at home here.

Requirements

• A natural relationship-builder with a strong service mindset and a proactive, can-do approach.
• 2+ years of experience in financial services, or a comparable professional setting.
• Excellent organizational and communication skills, and comfort with Microsoft Office.
• The ability to manage multiple priorities calmly, both independently and as part of a team.

Nice To Haves

• Familiarity with the Fidelity platform is a plus.
• A bachelor's degree is preferred.
• Series 7 and Series 66 (or 63 and 65) licenses are a plus - but not required to apply. We are glad to talk with candidates who already hold them or are ready to pursue them.
• If you don't meet every qualification but believe you'd be a great fit, we'd still love to hear from you.

Responsibilities

• Build warm, lasting relationships with clients and deliver service that makes them feel genuinely cared for.
• Serve as a key point of contact between our office, custodial platforms, and internal operations team.
• Help new clients get started - assisting with account opening, asset transfers, and onboarding across custodial platforms.
• Handle day-to-day account administration, including account updates and routine client requests, with accuracy and care.
• Keep client files and records organized and compliant with all applicable FINRA and SEC requirements.
• Track client relationships, accounts, communications, and requests in our CRM.
• Support our advisors' efforts to grow the practice and serve clients well.
• Prepare clear, client-ready reports and keep projects and deadlines on track.
• Provide back-up coverage for teammates so our clients always have someone in their corner.

Benefits

• Competitive salary and a comprehensive benefits package, including health insurance, a retirement plan, and generous paid time off.
• Professional development and support as you grow your skills and your career.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree