Senior Wealth Client Services Specialist

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

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.