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.
Specific responsibilities include:
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Build and maintain strong client relationships to deliver the highest level of service.
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Act as the primary liaison between the branch office, custodial platforms, and internal operations.
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Facilitate new client onboarding, including account setup across custodial platforms, asset transfers, and investment management coordination.
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Manage daily account administration tasks such as money movements, account updates, and routine client information requests.
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Maintain and organize client records in compliance with FINRA and SEC regulatory requirements.
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Track and manage client relationships, accounts, communications, and requests using our CRM system.
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Support advisors in business development initiatives to promote growth and client retention.
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Prepare accurate, client-ready reports using various software tools, while monitoring project progress and deadlines.
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Oversee general office operations by prioritizing daily tasks, including answering phones, handling mailings, and supporting team operations.
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Serve as a backup for other team members to ensure consistent team coverage.
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Participate in special projects and recommend process improvements to enhance efficiency.
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Perform additional duties as assigned.
Qualifications:
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Education: Bachelor's degree preferred. Series 7 and Series 66 (or Series 63 and 65) licenses preferred.
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Experience: Minimum of 2 years of experience in the financial industry preferred.
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Knowledge and Skills:
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Strong organizational and communication skills.
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Proficiency in Microsoft Office applications.
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Familiarity with the Fidelity platform preferred, but not required.
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Excellent time management abilities with a proven capacity to prioritize tasks, meet deadlines, and manage competing responsibilities effectively.
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Customer Service: Demonstrated commitment to providing excellent customer service and the ability to manage multiple tasks efficiently in both team and independent settings.
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Personal Attributes: Proactive, self-motivated, and skilled at building and maintaining strong professional relationships.
Working Hours:
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This is a full-time position located in the Huntsville, AL office.
This is a unique opportunity with a dynamic advisory company. The ideal candidate will possess and reflect Keel Point's Core Values. They will have excellent relationship skills and dedication to deliver exceptional results.
