Retirement Income Specialist

2 weeks ago


Dallas, Texas, United States Level Four Group, LLC Full time
Job OverviewAs a key member of the Level Four Group, LLC team, the Retirement Income Support will play a vital role in supporting the general day-to-day operations of the Retirement Income team. This includes assisting with new account opening processes and procedures, as well as providing exceptional customer service to our clients.

Key Responsibilities:
  • Support the Retirement Income team with day-to-day operations
  • Assist with new account opening processes and procedures
  • Provide exceptional customer service to clients
  • Maintain accurate records and data
  • Collaborate with team members to achieve goals and objectives

Requirements:
  • 1+ years of experience in the Broker/Dealer/RIA industry or back office support
  • Proficient in Microsoft Office Suite
  • Strong professional communication skills
  • Bachelor's degree or relative experience
  • Exceptional attention to detail and organizational skills

Preferred Qualifications:
  • Prior experience opening client investment accounts in a wealth management office
  • Current or prior Series 7, 66, 63, and/or 65 registrations
  • Knowledge of variable annuities
  • Salesforce, Orion, and/or Raymond James BranchNet/ClientWorks experience

At Level Four Group, LLC, we are committed to providing our clients with exceptional service and support. If you are a motivated and detail-oriented individual looking to join a dynamic team, we encourage you to apply for this exciting opportunity.



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