Huntsville, Alabama, United States · On-site
About the Role At Keel Point, our investment team is built on precision, service, and expertise. As a Client Service Representative & Investment Team Administrator, you'll be essential to how we serve our clients and man…
Skills: Orion Portfolio Management Software, Excel, VLOOKUP, Pivot Tables, Fund Tracking
Huntsville, Alabama, United States • On-site
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The role involves executing critical upkeep processes using Orion software, managing fund tracking, and generating custom performance reports. Additionally, the representative supports trading, processes investment paperwork, and assists Finance and Compliance teams.
Candidates need a bachelor's degree or 2+ years of experience in investments, accounting, or operations, along with proficiency in Excel. Ability to pass or pursue Series 7 and SIE exams is required.
At Keel Point, our investment team is built on precision, service, and expertise. As a Client Service Representative & Investment Team Administrator, you'll be essential to how we serve our clients and manage portfolios. You'll join a collaborative team where your attention to detail and organizational skills directly support our advisors and enhance the client experience. This role is ideal for someone who wants to build a career in investment operations while learning from experienced professionals in a supportive environment.
We hire Client Service Representatives with their growth in mind. As you develop expertise in portfolio operations and investment management, you'll have opportunities to take on greater responsibility in trading, performance reporting, and analysis. We'll support your professional development and encourage pursuit of relevant credentials like the Series 7 and SIE-and beyond.
Invest in Your Purpose
Important Disclosures: https://www.keelpoint.com/social-media-disclosure Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives. Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. With more than eighty dedicated team members in seven offices, the Keel Point team provides extensive experience in life planning, investment management, tax and estate design, leadership, giving and business operations. Our coordinated team approach and global sophistication allows for personal relationships and custom-tailored solutions for our clients. Our team members have a variety of credentials including Ph.D., CFP®, MBA, CPA, CFA, and JD. *Third-party posts found on this site do not reflect the views of Keel Point, LLC and have not been reviewed by the Firm as to accuracy or completeness.
Offices: 100 Church St. SW, Suite 500, Huntsville, AL 35801, US · 8405 Greensboro Dr., Suite 900, McLean, Virginia 22102, US · 4000 West 114th Street, Suite 120, Leawood, KS 66211, US · 25 East Main St., Suite 201, Chattanooga, TN 37408, US · 7000 Executive Center Dr, Suite 100, Brentwood, Tennessee 37027, US
Invest in Your Purpose
Important Disclosures: https://www.keelpoint.com/social-media-disclosure Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives. Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. With more than eighty dedicated team members in seven offices, the Keel Point team provides extensive experience in life planning, investment management, tax and estate design, leadership, giving and business operations. Our coordinated team approach and global sophistication allows for personal relationships and custom-tailored solutions for our clients. Our team members have a variety of credentials including Ph.D., CFP®, MBA, CPA, CFA, and JD. *Third-party posts found on this site do not reflect the views of Keel Point, LLC and have not been reviewed by the Firm as to accuracy or completeness.
Offices: 100 Church St. SW, Suite 500, Huntsville, AL 35801, US · 8405 Greensboro Dr., Suite 900, McLean, Virginia 22102, US · 4000 West 114th Street, Suite 120, Leawood, KS 66211, US · 25 East Main St., Suite 201, Chattanooga, TN 37408, US · 7000 Executive Center Dr, Suite 100, Brentwood, Tennessee 37027, US
