Client Services Associate I (Bowling Green, KY)

Company: Level Four Group
Location: Bowling Green
Posted on: May 19, 2023

Job Description:

Our Team is growing, and we need you! By joining the Level Four family of companies, you'll 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:
  • Assisting with Advisor's calendar management
  • Working with the advisor to provide the firm's 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
  • Maintain 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
    • Communicating with clients via phone and email
    • Processing Cash/ACH requests initiated by client
    • Opening new accounts, tracking transfers and cash requests
    • Creating, tracking, managing, and processing account paperwork and requests
    • Managing the Financial Advisor's calendar
    • Managing and documenting the client experience activities
    • 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
      • Superior communication skills when interacting with clients, advisors and teammates
      • A passion to help the team and the advisors and grow the business
      • Ability to organize, prioritize, multi-task, follow through on commitments, work independently, while being reliable, accountable, detail-oriented, and team-oriented
      • Very comfortable with Microsoft Office Suite (outlook, word, excel)
      • VERY comfortable with technology, in general Preferred
        • 3 - 5 years of experience successfully supporting busy Financial Advisor(s) Icing on the Cake
          • Experience with TD Ameritrade and/or Fidelity
          • FINRA Series 6 or 7
          • Experience with Salesforce as a CRM
          • Experience with Raymond James or other custodians Powered by JazzHR
            
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Keywords: Level Four Group, Bowling Green , Client Services Associate I (Bowling Green, KY), Other , Bowling Green, Kentucky