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Client Services Specialist - Wealth Management

Job in Huntsville, Madison County, Alabama, 35824, USA
Listing for: Keel Point Llc
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
A premier wealth management firm is seeking an experienced Client Service Representative for their Huntsville, AL location. The role involves building strong client relationships, managing account administration tasks, and ensuring regulatory compliance. Ideal candidates should have a Bachelor’s degree, financial industry experience, and proficiency in Microsoft Office. This full-time position offers a unique opportunity with a dynamic advisory company emphasizing excellent communication and organizational skills.
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