New Accounts Onboarding Specialist

Level Four Group; Dallas (TX); On-site; USD 48,000 - 72,000; Full time

Benefits offered by this job

Casual Work Environment

Generous Paid Time Off

Flexible Work Schedule

Great Benefits

And More…

Job summary

Level Four Group in North Texas is seeking a New Accounts Associate to join our Operations team. You will review and process new account paperwork with accuracy and timeliness, supporting financial advisors and internal teams.

The ideal candidate is detail-oriented, proactive, and thrives in a fast-paced environment. Strong communication, organizational skills, and experience with Microsoft Office and CRM systems are preferred.

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; experience with document management or workflow systems is preferred.

Responsibilities

• Review new account paperwork for completeness and accuracy in accordance with firm policies.
• 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 related to new accounts, rep ID creation, and handling of incomplete or incorrect paperwork.
• Monitor and adhere to internal SLAs to ensure consistent, high-quality support.
• Collaborate with Operations and Compliance to maintain proper documentation and procedural alignment.
• Respond promptly and professionally to advisor inquiries regarding account paperwork, status updates, and documentation needs.
• Build and maintain strong relationships with advisors by providing proactive support and clear communication.
• Work with team members and management to identify opportunities for additional advisor training, process enhancements, and operational efficiencies.
• Participate in Operations team training, webinars, conference calls, and related activities.
• Maintain a high level of accuracy, attention to detail, and organizational efficiency.
• Support general Operations functions and provide backup coverage as needed.
• Contribute to ongoing process improvements and strategic initiatives.
• Perform special assignments and ad-hoc projects as directed by management.
• Additional duties as required

Skills

Strong communication

Detail-oriented

Time management

MS Office & CRM

Tools

Salesforce

Black Diamond

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Job description

Level Four Group in North Texas is seeking a New Accounts Associate to join our Operations team. You will review and process new account paperwork with accuracy and timeliness, supporting financial advisors and internal teams.

The ideal candidate is detail-oriented, proactive, and thrives in a fast-paced environment. Strong communication, organizational skills, and experience with Microsoft Office and CRM systems are preferred.