New Accounts Specialist - Flexible Schedule & Wealth Ops

Level Four Group, LLC; Tyrnävä; On-site; EUR 40,000 - 58,000; Full time

Benefits offered by this job

Casual work environment

Generous PTO

Flexible work schedule

Great benefits

And More…

Job summary

Level Four Group, LLC is seeking a New Accounts Associate to join its Operations team. You will review and process new account paperwork with accuracy and timeliness, support financial advisors and internal stakeholders, and ensure adherence to SLAs.

The role requires detail orientation, proactive problem-solving, and strong communication in a fast-paced environment. Ideal candidates have 1–3 years in financial services, familiarity with CRM systems, and licenses or registrations (Series

Qualifications

• Strong communication skills, both written and verbal.
• Detail-oriented with excellent organizational and time management.
• Ability to work independently and prioritize multiple tasks in a fast-paced environment.
• Proficient in Microsoft Office Suite and CRM systems.

Responsibilities

• Review new account paperwork for completeness and accuracy.
• File and upload documentation to meet regulatory Books and Records requirements.
• Identify and elevate potential issues or delays in the account paperwork process.
• Serve as a Subject Matter Expert on Level Four procedures for new accounts and rep ID creation.
• Monitor SLAs to ensure consistent, high-quality support.
• Collaborate with Operations and Compliance for documentation and alignment.
• Respond promptly to advisor inquiries regarding paperwork and status.
• Build relationships with advisors and provide proactive support.
• Identify opportunities for advisor training and process improvements.
• Participate in team training, webinars, and related activities.
• Maintain high accuracy, organization, and efficiency.
• Provide backup coverage for general Operations functions.
• Contribute to ongoing process improvements and strategic initiatives.

Skills

Strong communication

Detail orientation

Independent work

MS Office

CRM familiarity

Education

Series 7/66/63/65 registrations

Tools

Salesforce

Black Diamond

Laserfiche

Job description

Level Four Group, LLC is seeking a New Accounts Associate to join its Operations team. You will review and process new account paperwork with accuracy and timeliness, support financial advisors and internal stakeholders, and ensure adherence to SLAs.

The role requires detail orientation, proactive problem-solving, and strong communication in a fast-paced environment. Ideal candidates have 1–3 years in financial services, familiarity with CRM systems, and licenses or registrations (Series