Senior Client Service Representative

Job overview

The Senior Client Service Representative role is onsite in Huntsville, AL. Compensation is not specified. Keel Point is a boutique wealth management firm serving clients nationwide and emphasizing fiduciary excellence and lasting client relationships. This senior-level role supports advisors and the client experience by managing account administration, onboarding, records, communications, and reporting. It also helps keep client service consistent by providing teammate coverage and mentoring newer team members.

What you'll do

• Build client relationships
• coordinate with custodial platforms and internal operations
• assist with account opening, asset transfers, and onboarding
• handle account updates and routine requests
• maintain compliant client records
• track accounts and communications in the CRM
• support advisors
• prepare reports
• manage projects and deadlines
• provide backup coverage
• mentor newer team members.

What we're looking for

Skills & competencies

senior client service representative

wealth management

client relations

account administration

client onboarding

custodial platforms

crm

finra

sec compliance

series 7

series 66

huntsville al

keel point

Work arrangement

• Weekend coverage required

Benefits & perks

• Health insurance, retirement plan, generous paid time off, and professional development.

Why this role

Requires 4+ years of dedicated client service experience within wealth management and Series 7 and Series 66 (or Series 63 and 65) licenses. Bachelor’s degree preferred. Benefits include health insurance, retirement plan, generous paid time off, and professional development.

About the employer

Keel Point, LLC is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.