Client Services Associate

2 months ago

Atlanta, United States Level Four Wealth Management Full time
Our Team is growing, and we need you

Come be a part of this disruption in the financial services marketplace

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., yet with local roots here 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 Associatewill support the Atlanta wealth management team 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.

Essential responsibilities and tasks of the Client Services Associate are:
  • Work 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
  • Assisting with Advisor's calendar management
  • Heavy communication with and from Advisor(s) and Client Service Lead
  • 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 Advisor's 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)
  • 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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