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Level 4 Associate Jobs in Rockwall, TX (NOW HIRING)

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 ...

Saxon Global

Registered Nurse

Frisco, TX · On-site

Manage worklist and meet service level agreements for scheduled calls and other job related ... at a computer. 4.Associate is frequently required to stand, walk (or otherwise be mobile). 5.

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Level 4 Associate information

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How much do level 4 associate jobs pay per hour?

As of Aug 27, 2026, the average hourly pay for level 4 associate in Rockwall, TX is $14.34, according to ZipRecruiter salary data. Most workers in this role earn between $13.41 and $14.76 per hour, depending on experience, location, and employer.

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 near Rockwall, TX are hiring for Level 4 Associate jobs?

Cities near Rockwall, TX with the most Level 4 Associate job openings:

Level 4 Associate jobs near you

Trading & Operations Associate

Dallas, TX • On-site

Level Four
See more jobs at Level Fourexternal

Other

PTO

Posted 23 days ago

Job description

Trading And Operations Associate

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 Level Four Capital Management (LFCM) Trading and Operations Associate is a key member of the LFCM team providing operational support to the portfolio management team responsible for the management of proprietary investment strategies and custom client solutions. Essential responsibilities and tasks of the Trading and Operations Associate are:

  • Ensure operational efficiencies and data integrity in support of the LFCM asset management platform, with an emphasis on collaboration and process development
  • Provide support for GIPS (Global Investment Performance Standards) verification process, including LFCM model assignments and changes, closing of accounts and working with various custodians/regulators to ensure all data accuracy and completeness
  • System and database data entry and maintenance to ensure database integrity (Black Diamond & Salesforce)
  • Manage operational and portfolio management reporting, including but not limited to, asset flow, custodian alerts, portfolio high cash, etc.
  • Interface with the operations team on day-to-day tasks relating to new account on-boarding to ensure client accounts are in good order before trading occurs in LFCM managed models
  • Serve as key point of contact between financial advisors and LFCM, providing support for account on-boarding and account transitions, ensuring a professional and proactive experience
  • Assist with monthly and quarter-end reporting to support financial advisors and industry database partners
  • Prepare and develop client proposals based on the specific needs and requests of financial advisors
  • Facilitate the creation and submission of fixed income paperwork for onboarding new clients to sub-advisor partners, such as Eaton Vance and First Trust.
  • Allocate fixed income trades, ensuring accurate booking of bond trades into accounts as received daily from sub-advisors.
  • Assist the trader in resolving trade discrepancies between fixed income sub-advisors, brokers, and custodians, ensuring timely and effective resolutions.
  • Assist the trader in resolving trade corrections, including completing and submitting forms to both the custodian and internal home office teams with prior approval
  • Review and monitor holdings amongst client strategies
  • Additional duties as required

Successful Trading and Operations Associate candidates will have:

  • Knowledge and experience in the securities industry in order to support the firm's investment management team and platform of SMA and asset allocation portfolios.
  • This position is critical to the efficient management, operations, implementation and tracking of client portfolios managed by the portfolio management team.
  • This professional will be able to work in the Dallas corporate office, reporting to the LFCM practice director.

Required:

  • Bachelor's degree in finance or related field
  • Must have prior experience in a financial services office/broker-dealer with knowledge of equity and fixed income markets as well as securities
  • Meticulous attention to detail and excellent organizational skills
  • Proven track record of providing exceptional proactive customer service; can communicate with confidence and professionalism in both face-to-face and phone interactions
  • Reliable and accountable; follows through on commitments start-to-finish
  • Possesses critical thinking, analytical and problem-solving skills
  • Has strong time-management skills; able to prioritize tasks
  • General computer and software knowledge in Microsoft Office Suite

Preferred:

  • Minimum 3 years of experience
  • FINRA series 7, 66, 63 and/or 65 registration
  • Securities license or willingness to obtain
  • Black Diamond
  • J AdvisorAccess, Schwab, and/or Fidelity Wealthscape

Icing on the cake:

  • Salesforce

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