What are the responsibilities and job description for the Wealth Management Client Service Associate / Executive Assistant position at The Noble Group?
Job Summary
We are seeking a highly organized and client-focused Wealth Management Client Service Associate / Executive Assistant to support our advisory team and ensure seamless client service. This role involves handling client account administration, managing daily operations, and providing executive-level support to senior advisors. The ideal candidate will possess strong attention to detail, excellent communication skills, and the ability to handle multiple priorities in a fast-paced environment.
Key Responsibilities
Client Service & Account Administration:
- Serve as the primary point of contact for clients, responding to inquiries and ensuring an exceptional client experience.
- Assist with account opening, transfers, contributions, and distributions, ensuring accuracy and compliance.
- Maintain and update client records, account documentation, and financial reports.
- Coordinate and prepare materials for client meetings, including reports, presentations, and follow-up communications.
- Process money movements, beneficiary changes, and investment allocation adjustments as requested.
Executive Support & Office Administration:
- Provide direct administrative support to senior advisors, including scheduling meetings, managing calendars, and handling correspondence.
- Organize travel arrangements, prepare expense reports, and manage confidential information with discretion.
- Assist in preparing client proposals, presentations, and reports.
- Oversee office operations, ensuring smooth day-to-day activities and efficient workflow.
Technology & Process Improvement:
- Utilize CRM software, financial planning tools, and portfolio management systems to streamline client service processes.
- Identify opportunities to improve efficiency and enhance the client experience through technology and workflow improvements.
Qualifications & Experience
- Bachelor’s degree in Finance, Business Administration, or a related field preferred.
- 2 years of experience in wealth management, financial services, or client support.
- Strong knowledge of investment accounts, financial planning, and industry regulations.
- Experience with CRM platforms, custodial portals, and financial software (e.g., Salesforce, eMoney, or similar).
- Excellent organizational skills with the ability to multitask and prioritize tasks efficiently.
- Strong written and verbal communication skills with a client-first mindset.
- High level of professionalism, discretion, and attention to detail.
Why Join Us?
- Be part of a client-focused and collaborative team in a growing wealth management firm.
- Work in a dynamic environment that values professional development and career growth.
- Competitive salary, benefits, and performance-based incentives.
If you are detail-oriented, proactive, and passionate about delivering outstanding client service, we encourage you to apply.
Job Type: Full-time
Pay: $56,980.00 - $59,572.00 per year
Work Location: In person
Salary : $56,980 - $59,572
