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Advisor Onboarding Associate II

Company: Level Four Group, LLC
Location: Dallas
Posted on: March 19, 2023

Job Description:

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 EnvironmentGenerous Paid Time OffFlexible Work ScheduleGreat BenefitsAnd More---Come take your career path to the next level!The Advisor Onboarding Associate II performs tasks under the supervision of the Onboarding Transition Manager, and/or Managing Director of Advisor Operations. This role is responsible for client/advisor service activities from the Advisor Onboarding and Operations perspective. While providing exceptional client/advisor experience during transition period, this position focuses in facilitating the move of Advisor's client book from prior custodian to Raymond James.
  • Serve as the project coordinator for Level Four Advisor Onboarding team in order to meet the transition/onboarding goals set forth for each Financial Advisor that is joining Level Four
  • Work with various departments to coordinate successful transition/onboarding
  • Coordinate proper transition with recruit and internal departments
  • Serve as the point of contact for the Advisor Onboarding team on any internal information
  • Accurately perform tasks utilizing RJ Advisor Access system
  • Maintain continuous communication with advisors, team members, and clients as needed
  • Follow and monitor Onboarding procedures to ensure project completion
  • Ensure data is entered accurately into different systems
  • Additional duties as requiredRequired education, skills, licenses, attributes:
    1+ years of experience in Broker/Dealer/RIA industry or back office supportProficient in Microsoft Office Suite Strong professional communication (written and verbal) skillsExceptional attention to detail Strong organizational skills and be able to take initiativePreferred education, skills, licenses, attributes:
    Experience with Raymond James Advisor Access systemExperience with DocuSignBeneficial, but not required nor preferred, education, skills, licenses, attributes
    Experience with SalesforcePowered by JazzHR

Keywords: Level Four Group, LLC, Dallas , Advisor Onboarding Associate II, Other , Dallas, Texas

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