Client Services Associate

Company: The Noble Group (Member of the LPL Financial Network)

Location: Sugar Land, TX (in office)

Position Type: Full-Time

About The Noble Group

The Noble Group is a premier wealth management and retirement consulting firm managing approximately $2.35B in Assets Under Management (AUM). As a member of the LPL Financial system, 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.

Key Responsibilities – What Success Looks Like

1. Client Experience & Relationship Support

· Serve as a key point of contact for client service needs with professionalism, discretion, urgency.

· Respond to inquiries promptly while anticipating client needs before they become problems.

· Prepare materials for client and prospect meetings; participate in discovery sessions as appropriate.

· Nurture ongoing relationships through consistent, high-quality follow-through.

2. Operational Execution & Workflow Management

· Open/service investment accounts, process transactions, manage transfers

· Maintain clean, accurate client records across CRM and custodial platforms.

· Prepare, gather, and interpret reports for advisors and leadership.

· Identify workflow inefficiencies and contribute to continuous operational enhancement.

3. Compliance & Platform Coordination

· Coordinate with LPL compliance/internal leadership to ensure adherence to regulatory requirements.

· Support audit readiness through organized and accurate recordkeeping.

· Liaise with custodians, broker-dealer support teams, external partners to ensure seamless service.

Qualifications & Experience

• 2+ years in financial services, wealth management, banking, or a client-facing professional environment preferred.
• Must have or be in the process of Series 7
• Bachelor’s degree preferred
• Familiarity with CRM systems, custodial platforms, and Microsoft Office Suite required.
• Professional Presence, with the ability to maintain discretion and confidentiality.

Core Competencies

• Precision Under Pressure, having high attention to detail in a fast-paced environment.
• A proactive, "client-first" approach toward problem-solving.
• Manage multiple priorities with structure and calm.
• Comfort working with data, reports, and financial documentation.
• Collaborative spirit with a willingness to support firm-wide success.

Compensation, Benefits, & Growth Opportunities

• Competitive Pay, commensurate with experience.
• 401(k) matching, health insurance, full support for professional development/continuing education.
• Clear development pathways within a rapidly growing firm.
• Learn from seasoned advisors/firm leadership. Hands-on experience across client service, financial planning implementation, compliance workflows, operational excellence.
• Designed for a long-term teammate. High performers may progress into Senior Client Associate, Operations Lead, or Advisory-track roles within a rapidly growing firm.
• New team members receive professional executive coaching, accelerating integration/development.

Salary range: $55,000–$70,000

Additional Job Application Terms

This job is part of LinkedIn’s Full-Service Hiring beta program. Eligibility is limited to candidates located in and performing services in the United States, excluding those based in Alaska, Hawaii, Nevada, South Carolina, or West Virginia.

We’re committed to making our hiring process as smooth and timely as possible, and we understand that waiting to hear back can add to the anticipation. If you’re a potential fit, our team will reach out within two weeks to progress you to the next stage. If you don’t hear from us in that time, we encourage you to explore other opportunities with our team in the future, and we wish you the very best in your job search.