Client Service Representative

Job Description

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.

S pecific responsibilities include:

• Build and maintain strong client relationships to deliver the highest level of service.
• Act as the primary liaison between the branch office, custodial platforms, and internal operations.
• Facilitate new client onboarding, including