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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