About this role
Client Service Representative at Keel Point LLC. Location: Huntsville, Alabama, United States. Role: building relationships, managing accounts, assisting onboarding Requirements: 2+ years in financial services or similar, strong communication and organizational skills, Microsoft Office proficiency, familiarity with Fidelity platform a plus, bachelor's degree preferred, Series 7/66 (or 63/65) a plus. Category: Customer Service Seniority: Entry Level Tools: Microsoft Office, Fidelity platform Certifications: series 7, series 66, series 63, series 65 Commitment: Full Time Workplace: Onsite Languages: English