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Investment Operations & Client Services Specialist
Job in
Huntsville, Madison County, Alabama, 35824, USA
Listed on 2026-08-09
Listing for:
Keel Point
Full Time
position Listed on 2026-08-09
Job specializations:
-
Finance & Banking
Portfolio & Asset Management
Job Description & How to Apply Below
Keel Point in Huntsville, AL is seeking a Client Service Representative & Investment Team Administrator to support advisors, manage portfolios, and safeguard the client experience. You will learn Orion portfolio management, maintain our investment-document library, and perform daily fund tracking with precision to ensure accurate reporting and reconciliations.
This role offers growth in portfolio operations and investment management, with opportunities to take on greater responsibilities in
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