Client Services Associate I (Bowling Green, KY)

Company: Level Four Group, LLC
Location: Bowling Green
Posted on: May 28, 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 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 advisorsAdditional 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 businessAbility to organize, prioritize, multi-task, follow through on commitments, work independently, while being reliable, accountable, detail-oriented, and team-orientedVery 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 CRMExperience with Raymond James or other custodiansXt7gyxsN4y

Keywords: Level Four Group, LLC, Bowling Green , Client Services Associate I (Bowling Green, KY), Other , Bowling Green, Kentucky