Senior Client Service Leader – Wealth Management

Keel Point; Huntsville (AL); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Generous paid time off

Job summary

Keel Point in Huntsville, AL is seeking a Senior Client Service Representative to elevate the client experience and support our advisors with seamless service.

You will build durable client relationships, manage onboarding, account updates, and routine requests, while ensuring accuracy and regulatory compliance. This senior role rewards initiative, organization, and a genuine care for clients.

Join a boutique team committed to fiduciary excellence and lasting relationships.

Qualifications

• Minimum 4+ years in client service within wealth mgmt.
• Strong organizational and communication skills.
• Comfort with multiple priorities and attention to detail.
• Bachelor's degree preferred; Series 7 & 66 licenses required.

Responsibilities

• Build warm 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 FINRA and SEC requirements.
• Track client relationships, accounts, communications, and requests in our CRM.
• Provide back-up coverage for teammates and mentor newer team members.

Skills

Client relationships

Customer service

Account management

Microsoft Office

Fidelity platform

Education

Bachelor's degree

Tools

Microsoft Office

Fidelity Platform

Job description

Keel Point in Huntsville, AL is seeking a Senior Client Service Representative to elevate the client experience and support our advisors with seamless service.

You will build durable client relationships, manage onboarding, account updates, and routine requests, while ensuring accuracy and regulatory compliance. This senior role rewards initiative, organization, and a genuine care for clients.

Join a boutique team committed to fiduciary excellence and lasting relationships.