Client Service Representative

Client Service Representative Keel Point, LLC - 3.2 Huntsville, AL Job Details Full-time 1 hour ago Benefits Health insurance Paid time off Career development plan Retirement plan Qualifications Project reporting Customer records maintenance Managing customer accounts Investment advisory support Financial services customer support Customer relationship building Account maintenance FINRA Filing Client file management Series 66 Mid-level Managing clients in a customer support role Series 7 Bachelor's degree Managing clients in a finance role Financial records management Client retention Investment account customer support Financial services CRM system proficiency Productivity software Series 65 Account management 2 years Communication skills Account opening Series 63 Full Job Description 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. What You'll Do 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. What We're Looking For 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. Familiarity with the Fidelity platform is a plus. The ability to manage multiple priorities calmly, both independently and as part of a team. 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. Why You'll Love Working Here A collaborative, people-first team that lives by Keel Point's Core Values. 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. The Details Full-time, on-site position based in our Huntsville, AL office