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Level 4 Associate Jobs in Texas (NOW HIRING)

Level Four

Client Services Associate

El Paso, TX · On-site

By joining the Level Four family of companies, you'll be joining one of the fastest growing wealth ... The Client Services Associate will support 1 - 3 Financial Advisors by handling client/advisor ...

Level Four

Trading & Operations Associate

Dallas, TX · On-site

Trading And Operations Associate Our team is growing, and we need you! Come be a part of this ... By joining the Level Four family of companies, you'll be joining one of the fastest growing wealth ...

Honeywell

Ship/Rec Specialist - Level 4

El Paso, TX · On-site

$14.25 - $18.25/hr

Associate's or Bachelor's degree in Supply Chain Management, Logistics, or a related field. * Experience working in industrial automation or manufacturing sectors. * Ability to work effectively in a ...

Honeywell

Ship/Rec Specialist - Level 4

El Paso, TX

$16.25 - $21/hr

Associate's or Bachelor's degree in Supply Chain Management, Logistics, or a related field. * Experience working in industrial automation or manufacturing sectors. * Ability to work effectively in a ...

Honeywell

Ship/Rec Specialist - Level 4

El Paso, TX

$16.25 - $21/hr

Associate's or Bachelor's degree in Supply Chain Management, Logistics, or a related field. * Experience working in industrial automation or manufacturing sectors. * Ability to work effectively in a ...

SpaceX

Materials R&D Technician - Level 4/5

Bastrop, TX

$19.50 - $26/hr

MATERIALS R&D TECHNICIAN - LEVEL 4/5 As a Materials R&D Technician, Silicon Wafer Engineering on ... Bachelor's or associate's degree in a STEM field. * 7+ years of hands-on experience in silicon ...

SpaceX

Materials R&D Technician - Level 4/5

Bastrop, TX · On-site

$19.50 - $26/hr

MATERIALS R&D TECHNICIAN - LEVEL 4/5 As a Materials R&D Technician, Silicon Wafer Engineering on ... Bachelor's or associate's degree in a STEM field. * 7+ years of hands-on experience in silicon ...

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Level 4 Associate information

What is a level 4 associate?

Level 4 Associates are employees who hold a mid-level position within an organization, typically above entry-level roles but below senior or management positions. Their responsibilities often include overseeing daily operations, supporting team members, and ensuring that departmental goals are met. The exact duties and qualifications required can vary depending on the company and industry, but Level 4 Associates are generally expected to have some experience and a good understanding of their field. Advancement to this level often comes with increased responsibility and opportunities for career growth.

What are the key skills and qualifications needed to thrive as a level 4 associate, and why are they important?

To thrive as a Level 4 Associate, you typically need strong analytical abilities, proven experience in your field, and a relevant educational background such as a bachelor’s degree or higher. Familiarity with industry-specific software, reporting tools, and possibly certifications like Six Sigma or PMP can be valuable depending on the sector. Excellent communication, time management, and problem-solving skills help set top performers apart at this level. These skills and qualifications are crucial for managing complex tasks, supporting team objectives, and driving organizational success in a mid-level professional role.

What are some common challenges faced by level 4 associates, and how can they effectively navigate them?

Level 4 Associates often face the challenge of balancing increased responsibility with the need to adapt to more complex tasks and expectations. They are typically expected to manage projects or mentor junior team members, requiring strong organizational and communication skills. To navigate these challenges effectively, it's important to proactively seek feedback, prioritize tasks, and collaborate closely with both peers and supervisors. Embracing professional development opportunities can also help Level 4 Associates grow into higher leadership roles.

What cities in Texas are hiring for Level 4 Associate jobs?

Cities in Texas with the most Level 4 Associate job openings:

Level 4 Associate jobs near you

Client Services Associate

Level Four

El Paso, TX • On-site

Other

PTO

Re-posted 23 days ago

Job description

Join Our Team

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 environment
  • Generous paid time off
  • Flexible work schedule
  • Great benefits
  • And more…

Come take your career path to the next level! The Client Services Associate will support 1 - 3 Financial Advisors by handling client/advisor service activities. This associate will focus on delivering exceptional client/advisor experience so advisors can focus efforts on growing the practice. This position will be based in either the Dallas office or a branch location; and support may include advisors in other branch locations. Additionally, this role may act as an escalation and knowledge resource. CSA's are cross-trained for Advisor On-Boarding and will support those efforts when needed and scheduled. Essential responsibilities and tasks of the Client Services Associate are:

  • Work with the Advisor to provide the firm's stated Client Experience
  • Serve as the main contact point for clients and advisor(s) for service needs/questions
  • Working directly with custodian(s), Level Four Financial (Broker Dealer) and Level Four Corporate office
  • Assisting with Advisor's calendar management
  • Heavy communication with and from Advisor(s) and Client(s) and custodians/carriers/fund families
  • Be an escalation route and knowledge resource for other CSAs at Level Four Financial; be an 'expert' at RJ and Level Four paperwork processes.
  • Provide On-boarding team with data entry support and/or client repapering support.
  • Providing both client-facing and advisor-facing service
  • Creating, tracking, managing, and processing account paperwork and requests, including documenting in CRM
  • Engaged in and completing the Remarkable Client Experience for all clients.
  • Ability to find answers within the resources provided at custodian's, Level Four, etc.
  • Communicating with clients via phone and email
  • Managing and documenting the client experience activities
  • Opening new accounts, tracking transfers and cash requests
  • Processing Cash/ACH requests initiated by client
  • Managing the Financial Advisor's calendar
  • Staying involved and aware of Level Four and custodial Process & Procedure changes as they affect your advisors
  • Helping communicate changes (bullet above) to the CSA team.
  • Successfully balance workload when On-Boarding client re-papering support is needed.
  • Additional duties as required

Successful Client Services Associate candidates will have: Required

  • 5+ years of experience successfully supporting busy Financial Advisor(s)
  • 2+ years of experience in Client On-Boarding, working with custodians
  • Bachelors/Associate Degree or equivalent work-related experience
  • Ability to organize, prioritize, multi-task, follow through on commitments, and work independently, while being reliable, accountable, detail-oriented, and team-oriented
  • Superior communication skills when interacting with clients, advisors and teammates
  • A passion to help the team and the advisors
  • Very comfortable with Microsoft Office Suite (outlook, word, excel)
  • VERY comfortable with technology, in general
  • English fluency

Preferred

  • Fluency, or professional working proficiency, in Spanish
  • Experience with Salesforce as a CRM
  • Experience with Raymond James or other custodians
  • FINRA Series 6 or 7

Icing on the Cake

  • Experience with Charles Schwab and/or Fidelity

Apply