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Mgr, AE Customer Account - Austin Energy
City of Austin
United States
- $110,100 to $140,900 USD / year
Knowledge of Payment Processing, Cash Handling, Credit and Collections, Billing or Customer Account Management operations, techniques, and processes.
Added 2 mins ago
L
Full Time - Scheduling Staffing Admin - Day
Lowes
Westminster, MD
- $17 to $19.05 USD / hour
- Full-time
…acquisition training, compliance, and payroll. This role maintains associate paperwork, organizes the break and training rooms, and updates time and attendance records, according to Lowe’s…
Added 5 mins ago
UR
Temporary Sales Associate - Part-Time
USA-PVH RETAIL STORES LLC
Petaluma, CA
- Part-time
…are based on what PVH reasonably believes that it will pay an associate for their base salary for said position at the time of the posting. Individual compensation will ultimately be…
Added 9 mins ago
GP
Maintenance Electrician - 12hr. Night - Starting at $37.80/hr. - Plus $5,000 Sign On Bonus
Graham Packaging Company
West Hazleton, PA
- From $37.8 USD / hour
…manufacturing. From the kitchen to the laundry room, Graham Packaging is part of your everyday…
Added 9 mins ago
CG
HOUSEKEEPER - AMBULATORY SERVICES (PART TIME)
Compass Group, North America
Ridgway, PA
- $12 to $12.5 USD / hour
- Part-time
Full-time and part-time positions are offered the following benefits: Retirement Plan, Associate Shopping Program, Health and Wellness Programs, Discount Marketplace, Identify Theft…
Added 9 mins ago
Customer Service Associate - Closing Shift
Raising Cane's
Pleasant Hills, PA
As an important part of our team, Customer Service Associates impact all areas of the customer experience. As the name suggests, your main priority is to provide great customer service. In…
Added 9 mins ago
Warehouse associate (n)
Eurpac Services Inc
Dunmore, PA
Added 9 mins ago
CG
HOUSEKEEPER (FULL AND PART TIME)
Compass Group, North America
Clearfield, PA
- $13.5 to $20 USD / hour
- Part-time
Full-time and part-time positions are offered the following benefits: Retirement Plan, Associate Shopping Program, Health and Wellness Programs, Discount Marketplace, Identify Theft…
Added 9 mins ago
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Pharmaceutical Production Associate
ManpowerGroup
Swiftwater, PA
- $20 to $23 USD / hour
This long-term seasonal opportunity offers competitive pay, full-time hours, and the chance to gain valuable experience in a highly regulated manufacturing environment.
Added 9 mins ago
B57 Prep-Tank Technician
Sanofi Group
Swiftwater, PA
Arrives on time and actively participates in Shift Change
Added 9 mins ago
Microsoft 365 Data Protection & Copilot Architect
SEI INVESTMENTS COMPANY
Oaks, PA
…Certifications * Information Protection and Compliance Administrator Associate (SC-400) * Azure AI Engineer Associate (AI-102) Secondary Certifications * Cybersecurity Architect Expert…
Added 10 mins ago
GO
Retail Associate - RETAI004740
GOODWILL OF SOUTHWESTERN
Rochester, PA
- $14 USD / hour
Added 10 mins ago
Maintenance Supervisor - Second Shift
Post Holdings Inc.
Klingerstown, PA
Michael Foods, Inc. is a leader in the food processing and distribution industry with business in egg products, refrigerated grocery and potato products. We offer exciting job possibilities…
Added 10 mins ago
CG
HOUSEKEEPER - AMBULATORY SERVICES (FULL AND PART TIME)
Compass Group, North America
Lewisburg, PA
- $16 USD / hour
- Part-time
Full-time and part-time positions are offered the following benefits: Retirement Plan, Associate Shopping Program, Health and Wellness Programs, Discount Marketplace, Identify Theft…
Added 11 mins ago
Preanalytical Specialist - Days
Geisinger
Wilkes-Barre, PA
…the Geisinger family We offer healthcare benefits for full time and part time positions from day one, including vision, dental and domestic partners. Perhaps just as important, from senior…
Added 11 mins ago
Preanalytical Specialist - Evenings
Geisinger
Scranton, PA
…the Geisinger family We offer healthcare benefits for full time and part time positions from day one, including vision, dental and domestic partners. Perhaps just as important, from senior…
Added 11 mins ago
EB
ESSA Bank, Universal Associate, Part Time
Essa Bank
Scranton, PA
- Part-time
…work ethic. 2. Integrity- adheres to bank policies, arrives on time, takes responsibilities for their actions and contributes to a positive, trustworthy atmosphere that reflects the bank's…
Added 11 mins ago
Biopharmaceutical Manufacturing Associate II
GlaxoSmithKline LLC
King of Prussia, PA
…so we can work smarter together. As a Biopharm Manufacturing Associate II, you willperform production operations including fermentation or cell culture operations, preparation of solutions,…
Added 11 mins ago
Biopharmaceutical Manufacturing Associate II
GlaxoSmithKline LLC
King of Prussia, PA
…so we can work smarter together. As a Biopharm Manufacturing Associate II, you willperform production operations including fermentation or cell culture operations, preparation of solutions,…
Added 11 mins ago
Biopharmaceutical Manufacturing Associate II
GlaxoSmithKline LLC
King of Prussia, PA
…so we can work smarter together. As a Biopharm Manufacturing Associate II, you willperform production operations including fermentation or cell culture operations, preparation of solutions,…
Added 11 mins ago
Retail supervisor
Columbia Sportswear
King of Prussia, PA
Added 11 mins ago
Sales Associate
Jockey International, Inc.
Lancaster, PA
All part time employees earn Paid Time Off (PTO) and generous discounts and incentives!
Added 11 mins ago
Lead AI Software Engineer
Humana Inc.
Louisville, KY · Fort Lauderdale, FL · Nashville, TN · Tampa, FL · Dallas, TX
…competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while also…
Added 11 mins ago
LF
Part-Time Office Associate
Levin Furniture LLC
Erie, PA
- $16 USD / hour
- Part-time
John V. Schultz Furniture is Hiring a Part-Time Office Associate in Erie, PA! Walk-In & fill out an Application Form or Apply Online NOW! We are located at 7200 Peach St, Erie, PA 16509.…
Added 12 mins ago
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(USA) Freight Flow Associate
Walmart
HARRISBURG, PA
- $19 to $27 USD / hour
…ensuring prominent display of promotional and seasonal merchandise processing defective merchandise following company and regulatory policies and procedures for sanitation and food safety…

Level Four Group, LLC

New Accounts Associate

Dallas, TX, United States

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Job details

Apply by: Feb 1, 2027
Experience: 1–3 years of experience in financial services, preferably in an operations or client service role.
Posting language: English
Posted: Nov 3, 2026

Original job description

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 New Accounts Associate is a key member of the Operations team, responsible for reviewing and processing new account paperwork with a high degree of accuracy and timeliness. This individual will support financial advisors and internal stakeholders by managing paperwork status updates, responding to inquiries, and ensuring adherence to established Service Level Agreements (SLAs). The ideal candidate is detail-oriented, proactive, and thrives in a fast-paced environment supporting both advisors and internal teams.

Essential responsibilities and tasks of the New Accounts Associate are:

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 escalate 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 Service Level Agreements (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

Successful New Accounts Associate candidates will have:

Required

Strong communication skills, both written and verbal.
Detail-oriented with excellent organizational and time management skills.
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.

Preferred

1–3 years of experience in financial services, preferably in an operations or client service role.
Prior experience opening client investment accounts in a wealth management office
Current or prior Series 7, 66, 63 and/or 65 registrations
System knowledge: Salesforce, Black Diamond and/or Laserfiche

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More about this job

Skills

Communication skills
Time management
Work independently
Microsoft Office
Document management
Workflow
Salesforce
Laserfiche

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