Senior Client Service Representative

Keel Point Llc; Huntsville (AL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Paid time off

Professional development

Job summary

Keel Point Llc in Huntsville, AL is seeking a Senior Client Service Representative to join our team. You will be at the heart of the client experience, working with advisors to ensure seamless, personal service and smooth day-to-day administration.

This senior role requires 4+ years in wealth management client service, Series 7/66 licenses, and a proactive, organized approach to managing complex client needs. On-site employment with a competitive benefits package awaits.

Qualifications

• 4+ years of dedicated experience as a Client Service Representative within a wealth management firm.
• Excellent organizational and communication skills, and comfort with Microsoft Office.
• Series 7 and Series 66 (or 63 and 65) licenses are required.
• Bachelor's degree preferred.

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.
• Mentor newer team members and help set the standard for client service across the team.

Skills

Relationship-building

Client service

Organizational skills

Communication skills

CRM experience

Education

Bachelor's degree preferred

Tools

Microsoft Office

Fidelity platform

CRM

Job description

About Keel Point

Keel Point is a boutique wealth management firm serving clients across the country with a deep commitment to fiduciary excellence and genuine, lasting relationships. We are looking for a Senior Client Service Representative to join our team in Huntsville, AL. Someone who takes real pride in helping people and making every client interaction feel seamless and personal.

As a Senior 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. This is a senior-level position built for an experienced wealth management professional - it is not an entry-level role or a first step into the industry.

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.
• Mentor newer team members and help set the standard for client service across the team, drawing on your depth of experience in wealth management.

What We're Looking For

• A natural relationship-builder with a strong service mindset and a proactive, can-do approach.
• 4+ years of dedicated experience as a Client Service Representative within a wealth management firm.
• A proven track record of independently managing complex client and account needs - ideally including experience serving high-net-worth clients.
• 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 required

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.