Client Services Manager - Wealth Management

Company: The Noble Group (Independent Branch Office of the LPL Financial Network) Location: Plano, TX (in office) Position Type: Full-Time About The Noble Group The Noble Group is a premier wealth management and retirement consulting firm managing over $2.0 B in Assets Under Management (AUM). We provide the personalized, high touch feel of a boutique firm backed by the robust technology of a national leader. Within the LPL Independent Advisory category, The Noble Group ranks #10 globally by revenue out of approximately 32,000 members and is aggressively pursuing its upward trajectory. At The Noble Group, we’ve built a highly collaborative environment where you’re empowered to be your best professional self, and you go home recharged and excited to return to work. You will be joining a mission-driven team positioned for significant firm-wide and individual growth. Role Mission Your primary mission is to support The Noble Group clients and the Financial Advisor team in delivering exceptional client experience through responsive service, accurate execution, and proactive process improvements. As a trusted partner and exemplary teammate, you foster collaboration, share knowledge, and lead a culture of positive excellence. Through warmth, professionalism, and attention to detail, you reinforce client confidence and trust at every touchpoint. Key Responsibilities – What Success Looks Like Serve as the team's highest-level resource, providing training, and day-to-day guidance, while setting the standard for operational excellence, client service, and professional development. 2. Client Experience & Relationship Management Support Excellence : Serve as a key point of contact for clients and retirement plan participants servicing requests with professionalism, discretion, and responsiveness. Communication: Respond to inquiries promptly while anticipating client needs before they become problems. Look beyond initial requests to uncover the root need and provide effective solutions. Meeting Preparation: Prepare materials for client and prospect meetings; participate in discovery sessions as appropriate. Relationship Stewardship: Nurture ongoing relationships through consistent, high-quality follow-through and proactive support to the client’s Financial Advisor team. 3. Operational Execution & Workflow Management Account Administration: Serve as the team’s subject matter expert overseeing the opening of advisory client accounts, processing transactions, and ensuring documentation accuracy. Data Integrity: Champion data quality standards by maintaining accurate client records across CRM and custodial platforms, conducting quality reviews, and coaching team members on best practices to ensure consistency and compliance. Reporting: Lead the preparation of reports for advisors and leadership, providing actionable insights and ensuring the accuracy, completeness, and timely delivery of key information. Process Improvement: Proactively identify workflow inefficiencies, lead continuous improvement initiatives, and implement best practices that enhance team efficiency, accuracy, scalability, and the overall client experience. 4. Compliance & Platform Coordination Compliance Alignment: Coordinate with LPL compliance and internal leadership to ensure adherence to regulatory requirements. Documentation Management: Support audit readiness through organized and accurate recordkeeping. Vendor Collaboration: Serve as a positive, helpful, courteous, and professional representative of The Noble Group while liaising with custodians, and external partners to foster strong relationships, ensure seamless service delivery, and support an exceptional client experience. Qualifications & Experience Experience: 2+ years in financial services, wealth management, banking, or a client-facing professional environment preferred. Licenses: Securities Industry Essentials (SIE) and Series 7 required or in process (Series 66 preferred) Professional Presence: Strong written and verbal communication skills with the ability to maintain discretion and confidentiality. Technologies proficiency includes: Outlook calendar management, meeting coordination, and travel scheduling Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, and Teams) Adobe Acrobat and PDF editing tools CRM system experience preferred Ability to learn and adapt to new technologies and business applications quickly Core Competencies Precision Under Pressure: High attention to detail in a fast-paced environment. Client-First Orientation: A proactive, "client-first" approach toward problem-solving. Organizational Agility: Ability to manage multiple priorities with structure and calm. Analytical Discipline : Comfort working with data, reports, and financial documentation. Team Contribution: Collaborative spirit with a willingness to support firm-wide success. Competitive Pay: Commensurate with experience. Comprehensive Benefits: 401(k) matching, health insurance, and full support for professional development and continuing education. Direct Exposure: Work closely and learn from seasoned advisors and firm leadership. Gain hands-on experience across client service, financial planning and investment implementation, compliance workflows, and operational excellence. Career Growth Path: This role is designed for a long-term teammate. High performers may progress into advisory roles within a rapidly growing firm. Executive Coaching: New team members receive professional executive coaching to accelerate integration and development. #J-18808-Ljbffr The Noble Group