About this role
Client Services Associate at Level Four Group, LLC. Location: El Paso or Dallas. Role: supporting advisors, processing paperwork, onboarding clients Requirements: 5+ years supporting financial advisors, 2+ years onboarding with custodians, bachelor’s/associate degree or equivalent experience, strong Microsoft Office skills, CRM familiarity, excellent communication and organization. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Outlook, Microsoft Word, Microsoft Excel, Salesforce Certifications: series 6, series 7 Commitment: Full Time Workplace: Onsite Languages: English, Spanish