About this role
Client Service Representative and Investment Team Administrator at Keel Point LLC. Location: Huntsville, Alabama, United States. Role: executing trades, generating reports, processing paperwork Requirements: Bachelor's degree or 2+ years relevant experience; proficiency in Microsoft Excel; ability to pursue Series 7 and SIE; familiarity with investments, accounting principles, and portfolio operations. Category: Finance and Accounting Seniority: Entry Level Tools: Orion, Bloomberg Terminal, Microsoft Excel Certifications: series 7, sie Commitment: Full Time Workplace: Onsite Languages: English