Client Services Associate II - Texas, Dallas

The announced job offer is made public by the firm: Level Four Group and it was included in jobs list the date of: 2022-10-22 in the website greenenergyjobsonline.com.

It is announced that they have a job offer at the category of Array and the jobs location is in the state of Texas at the city Dallas, in the country US - at this current ZipCode: 75251

The information residing in this page is not directly announced by our websites, we help users in the intent of finding the jobs they want and redirect them back to jobs8 for apropriate applying to any of the jobs listed on www.greenenergyjobsonline.com.

Our Team is growing, and we need you!

By joining the Level Four family of companies, youll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., and headquarters in North Texas.

We offer:

• Casual Work Environment
• Generous Paid Time Off
• Flexible Work Schedule
• Great Benefits
• And More

Come take your career path to the next level!

The Client Services Associate will support 1 - 3 Financial Advisors based in different locations by handling client/advisor service activities. This associate will focus on delivering exceptional client/advisor experience so advisors can focus efforts on growing the practice

This is accomplished by:

• Working with the Advisor to provide the firms Client experience
• Serve as the main contact point for clients and advisor(s) for service needs/questions
• Working directly with custodian(s), Level Four Financial (Broker Dealer) and Level Four Corporate office
• Heavy communication with and from Advisor(s) and Client Service Lead

Essential responsibilities and tasks of the Client Services Associate are:

• Providing both client-facing and advisor-facing service
• Creating, tracking, managing, and processing account paperwork and requests, including documenting in CRM
• Communicating with clients via phone and email
• Managing and documenting the client experience activities
• Opening new accounts, tracking transfers and cash requests
• Processing Cash/ACH requests initiated by client
• Managing the Financial Advisors calendar
• Staying involved and aware of Level Four and custodial Process & Procedure changes as they affect your advisors
• Additional duties as required

Successful Client Services Associate candidates will have:

Required

• 3 - 5 years of experience successfully supporting busy Financial Advisor(s)

• Bachelors/Associate Degree or equivalent work-related experience

• Ability to organize, prioritize, multi-task, follow through on commitments, and work independently, while being reliable, accountable, detail-oriented, and team-oriented
• Superior communication skills when interacting with clients, advisors and teammates
• A passion to help the team and the advisors
• Very comfortable with Microsoft Office Suite (outlook, word, excel)
• VERY comfortable with technology, in general

Preferred

• Experience with Salesforce as a CRM
• Experience with Raymond James or other custodians

Icing on the Cake

• Experience with TD Ameritrade and/or Fidelity
• FINRA Series 6 or 7

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