ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.
© All Rights Reserved. ApplyBlast.com
ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.
© All Rights Reserved. ApplyBlast.com
Level Four Group, LLC
The New Accounts Associate is a key member of the Operations team responsible for reviewing and processing new account paperwork with high accuracy and timeliness. This role supports financial advisors and internal stakeholders by managing paperwork status updates, responding to inquiries, and ensuring adherence to established Service Level Agreements. The ideal candidate is detail-oriented, proactive, and thrives in a fast-paced environment.
Level Four Group, LLC is a financial services and wealth management firm that provides investment management, trading, insurance, and advisory support services. The company works with financial advisors and clients to deliver planning, portfolio management, and operational solutions within the financial services industry.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Level Four Group, LLC.
Level Four Group, LLC didn’t post a salary, so this is our estimate from similar listings.
Registered Client Service Associate
Raymond James
Remote - North Carolina
Raymond James
Director Of Investments Purchase New York United States Of America
Morgan Stanley
Registered Client Service Associate
Raymond James
Registered Client Service Associate
Raymond James
KIS New Accounts Operations Analyst
KeyBank