Search the 4 jobs at Level Four Group, LLC

The Client Services Associate will support the Atlanta wealth management team by managing client and advisor services, facilitating communication, and handling account paperwork. Responsibilities include managing calendars, processing requests, creating documents, and ensuring a high-quality client experience.

The Annuity Case Manager owns new business cases by coordinating between insurance agents and carriers, ensuring timely processing of applications. This role emphasizes relationship management and communication, requiring attention to detail and organizational skills.

The SQL & Salesforce SOSQL Admin/Developer will collaborate with business and development teams to analyze and prioritize technology requests, focusing on data management, SQL development, and utilizing Salesforce and Oracle platforms. Responsibilities include data intake, cleansing, reporting, and maintaining data integrity while recommending enhancements for efficiency.

The Commissions Processing Associate will manage commission payments, enhance process efficiency, and ensure accuracy by inputting and reconciling commission data while addressing internal queries. This role involves using accounting systems and Excel extensively for report generation and maintaining fee schedules in the commission system.