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Client Service Representative

Keel Point LLC
Leawood, Kansas
Closing date
Sep 29, 2022

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Job Role
Customer / Client Support Specialist
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
Not necessary
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Keel Point is currently seeking an experienced Customer Service Representative to join our existing team in Leawood, Kansas. Keel Point serves a wide array of clients with the highest levels of financial fiduciary excellence.

Keel Point LLC Overview
Keel Point serves a wide array of clients with the highest levels of financial fiduciary excellence. The Keel Point team of financial advisors has the most comprehensive tools for investment management, generational wealth management, wealth planning, and retirement planning right at their fingertips. With over 85 dedicated team members across seven offices, Keel Points financial advisors match with clients to design and implement the services best suited for their lifestyles now and in the future.

Primary Responsibilities:

  • Build and maintain relationships to achieve highest level of service
  • Serve as the primary contact between the branch office, multiple custodial platforms, and internal operations group
  • Establish client accounts on various custodial platforms, service client accounts including money movement, and maintain and organize client files and records to comply with the requirements of all FINRA and SEC regulations
  • Support advisor business development efforts to drive profitable growth
  • Produce quality, client-ready reports using various software programs and track the progress of projects and deadlines
  • Manage office responsibilities by prioritizing daily work including answering phones, client mailings, operational duties, and team support
  • Assist in the promotion and production of marketing events
  • Other duties as requested

Key Qualifications and Required Skills:

  • Education: Bachelor’s Degree Preferred, Series 7 and Series 66 (or 63 and 65) licenses Preferred
  • Experience: Minimum of 2 years’ experience in the financial industry
  • Knowledge and Skills: Effective organizational and communication skills, knowledge of Microsoft Office products with preferred working knowledge of the Fidelity (IWS) platform

We offer –

· Keel Point strives to provide excellent service to families we serve and an excellent working environment for our employees. Keel Point is committed to help employees reach their full professional and personal potential. As such, we foster a supportive and professional environment.

· Keel Point offers competitive compensation, paid time off, medical, dental, vision, and life insurance, health savings account, flexible spending account, short and long-term disability, and employer contributions to 401(k)

· Salary commensurate with experience


  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Disability insurance
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Vision insurance
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