Location
Huntsville, Alabama, United States
Posted
June 28, 2026
Job Description
About Keel Point
Keel Point is a wealth management firm serving clients across the country with a deep commitment to fiduciary excellence and genuine, lasting relationships. We are looking for a Client Service Representative to join our Huntsville, AL team - someone who takes real pride in helping people and making every client interaction feel seamless and personal.
As a 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.
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 clien...