Client Services Specialist – Wealth Mgmt (Flexible)

Level Four Group; El Paso (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Casual Work Environment

Generous Paid Time Off

Flexible Work Schedule

Great Benefits

Job summary

Level Four Group is expanding, adding a Client Services Associate to support 1–3 Financial Advisors. This role focuses on delivering exceptional client/advisor experience so advisors can grow the practice. Based in Dallas, it may support other branch locations with onboarding and escalation duties.

The position involves onboarding support, calendar coordination, and active communication with clients, advisors, and custodians to ensure smooth account setups and ongoing service.

Qualifications

• 5+ years of experience supporting busy Financial Advisors.
• 2+ years of experience in Client On-Boarding with custodians.
• Bachelor’s/Associate degree or equivalent work experience.
• Strong organizational, prioritization and independent work abilities.
• Excellent communication with clients, advisors and teammates.

Responsibilities

• Support 1–3 Financial Advisors with client/advisor service activities.
• Act as main contact for clients and advisors for service needs and questions.
• Coordinate with custodians, Level Four Financial, and Level Four Corporate office.
• Assist with Advisor’s calendar management and onboarding processes.
• Document and track client/account paperwork in CRM.

Skills

Client service

Communication skills

Microsoft Office

Multitasking

English fluency

Education

Bachelor's or Associate degree

Tools

Salesforce CRM

Raymond James

Job description

Level Four Group is expanding, adding a Client Services Associate to support 1–3 Financial Advisors. This role focuses on delivering exceptional client/advisor experience so advisors can grow the practice. Based in Dallas, it may support other branch locations with onboarding and escalation duties.

The position involves onboarding support, calendar coordination, and active communication with clients, advisors, and custodians to ensure smooth account setups and ongoing service.