Client Service Representative and Investment Team Administrator

Job Description

Job Description

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 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.

What You'll Do

• Learn and execute critical upkeep processes using Orion portfolio management software
• Maintain our document library for investment strategies and manage internally designed marketing materials
• Perform daily fund tracking and reconciliation with precision and care
• Generate custom performance reports that support client reviews and decision-making
• Serve as back-up trader when the head trader is unavailable, executing trades with accuracy
• Manage internal team inboxes to support questions and tasks from across departments
• Gather performance estimates and data for system uploads, ensuring accuracy at every step
• Process account and alternative investment paperwork with attention to detail
• Execute money movement transactions for investment team clients
• Support the Finance and Compliance teams with invoice and exception processing
• Support additional investment team functions as needs arise to keep operations running smoothly

Where This Role Can Lead

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.

What We're Looking ForRequired

• Bachelor's degree or 2+ years of relevant experience in investments, accounting, or operations
• Willingness to relocate to or currently living in the Huntsville, Alabama area
• Demonstrated understanding of investments and accounting principles
• Proficiency in Excel (VLOOKUP, pivot tables, and data organization)
• Ability to pass the Series 7 and SIE exams, or commitment to pursue them
• Strong organizational skills, attention to detail, and accuracy in your work
• Ability to work independently and as part of a collaborative team

Preferred

• Bloomberg terminal experience
• Prior experience with portfolio management or Orion software
• Background in wealth management or investment advisory firms
• Familiarity with investment compliance processes
• Comfort managing multiple priorities in a fast-paced environment

The Details

• Full-time, on-site position based in our Huntsville, AL office
• Competitive compensation and comprehensive benefits package
• Health insurance, retirement plan, and generous paid time off
• Professional development support, including exam sponsorship
• A team environment where your contributions directly impact client service