Client Services Associate I (Bowling Green, KY)
Company: Level Four Group
Location: Bowling Green
Posted on: May 26, 2023
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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
EnvironmentGenerous Paid Time OffFlexible Work ScheduleGreat
BenefitsAnd 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 practiceThis is accomplished by:Assisting with Advisor's
calendar managementWorking with the advisor to provide the firm's
Client experienceServe as the main contact point for clients and
advisor(s) for service needs/questionsWorking directly with
custodian(s), Level Four Financial (Broker Dealer) and Level Four
Corporate officeMaintain heavy communication with and from
Advisor(s) and Client Service LeadEssential responsibilities and
tasks of the Client Services Associate are:Providing both
client-facing and advisor-facing serviceCommunicating with clients
via phone and emailProcessing Cash/ACH requests initiated by
clientOpening new accounts, tracking transfers and cash
requestsCreating, tracking, managing, and processing account
paperwork and requestsManaging the Financial Advisor's
calendarManaging and documenting the client experience
activitiesStaying involved and aware of Level Four and custodial
Process & Procedure changes as they affect your advisors Additional
duties as requiredSuccessful Client Services Associate candidates
will have:RequiredSuperior communication skills when interacting
with clients, advisors and teammatesA 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
generalPreferred3 - 5 years of experience successfully supporting
busy Financial Advisor(s)Icing on the CakeExperience with TD
Ameritrade and/or FidelityFINRA Series 6 or 7Experience with
Salesforce as a CRM Experience with Raymond James or other
custodiansPowered by JazzHRPI216016843
Keywords: Level Four Group, Bowling Green , Client Services Associate I (Bowling Green, KY), Other , Bowling Green, Kentucky
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