El Paso, Texas, United States · On-site
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…
Skills: Client Relationship Management, Financial Advisor Support, Account Paperwork Processing, Calendar Management, CRM Documentation
Fort Worth, Texas, United States · On-site
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…
Skills: Contracting & Licensing, Client Database Management, Medicare Product Knowledge, CMS Compliance, HIPAA Regulations
Fort Worth, Texas, United States · On-site
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…
Skills: Contracting & Licensing, Client Database Management, Customer Service, Medicare Product Knowledge, CMS Compliance
Dallas, Texas, United States · On-site
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…
Skills: Life Insurance Sales, Relationship Management, Recruiting, Customer Service, Communication Skills
Dallas, Texas, United States · On-site
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…
Skills: Case Management, Relationship Management, Insurance Application Processing, Professional Communication, Organizational Skills
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The Client Services Associate supports 1-3 Financial Advisors by managing client service activities and account paperwork to ensure an exceptional client experience. They serve as the primary contact for clients and custodians while assisting with calendar management and advisor on-boarding.
Candidates must have over 5 years of experience supporting financial advisors and at least 2 years of experience in client on-boarding. A bachelor's or associate degree is required, along with proficiency in Microsoft Office and strong communication skills.
Changing the future of financial advice.
Level Four Group is comprised of a group of specialized divisions dedicated to providing tailored solutions for our valued clients and financial professionals. Our focus is on delivering objective and proactive advice, so you can achieve the life you dream. Level Four Financial professionals (“We”) are committed to acting in our retail client’s best interest. For important Regulation Best Interest information, including Form CRS and other disclosures please click here. Level Four Financial professionals (“We”) are committed to acting in our retail client’s best interest. For important Regulation Best Interest information, including Form CRS and other disclosures please click here. We cannot accept any orders and/or instructions regarding your account by email, voice mail, fax or any alternate method. Securities offered through Level Four Financial, LLC Member FINRA/SIPC. Advisory services offered through Level Four Advisory Services, LLC, an SEC-registered investment adviser. Insurance services offered through Level Four Insurance Agency, LLC. Level Four Financial, LLC, Level Four Advisory Services, LLC, and Level Four Insurance Agency, LLC are independent entities. Accounts carried by Raymond James & Associates, Inc. Member New York Stock Exchange/SIPC. E-mail sent through the internet is not secure or confidential. This e-mail is intended only for the person or entity to which it is addressed and may contain confidential and/or privileged material. Any review, retransmission, dissemination or other use of, or taking any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited. If you received this message in error, please contact the sender immediately and delete the material from your computer. Level Four Group, LLC is a division of CRI Capital Group, LLC, a subsidiary of CRI Advisors, LLC. “CRI" is the brand name under which Carr, Riggs & Ingram, L.L.C. (“CPA Firm”) and CRI Advisors, LLC (“Advisors”)
Offices: 12400 Coit Rd, Suite 700, Dallas, TX 75251, US
Changing the future of financial advice.
Level Four Group is comprised of a group of specialized divisions dedicated to providing tailored solutions for our valued clients and financial professionals. Our focus is on delivering objective and proactive advice, so you can achieve the life you dream. Level Four Financial professionals (“We”) are committed to acting in our retail client’s best interest. For important Regulation Best Interest information, including Form CRS and other disclosures please click here. Level Four Financial professionals (“We”) are committed to acting in our retail client’s best interest. For important Regulation Best Interest information, including Form CRS and other disclosures please click here. We cannot accept any orders and/or instructions regarding your account by email, voice mail, fax or any alternate method. Securities offered through Level Four Financial, LLC Member FINRA/SIPC. Advisory services offered through Level Four Advisory Services, LLC, an SEC-registered investment adviser. Insurance services offered through Level Four Insurance Agency, LLC. Level Four Financial, LLC, Level Four Advisory Services, LLC, and Level Four Insurance Agency, LLC are independent entities. Accounts carried by Raymond James & Associates, Inc. Member New York Stock Exchange/SIPC. E-mail sent through the internet is not secure or confidential. This e-mail is intended only for the person or entity to which it is addressed and may contain confidential and/or privileged material. Any review, retransmission, dissemination or other use of, or taking any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited. If you received this message in error, please contact the sender immediately and delete the material from your computer. Level Four Group, LLC is a division of CRI Capital Group, LLC, a subsidiary of CRI Advisors, LLC. “CRI" is the brand name under which Carr, Riggs & Ingram, L.L.C. (“CPA Firm”) and CRI Advisors, LLC (“Advisors”)
Offices: 12400 Coit Rd, Suite 700, Dallas, TX 75251, US
