Client Care Associate
My NET WORTHWHILE is discovering what’s most important to our clients and acting as a trusted resource to help fulfill their service needs.
As a Client Care Associate, Noel works with SignatureFD advisors to provide clients with a bespoke, first-class concierge experience. In her role, she ensures a seamless onboarding experience for new clients and works with clients to ensure all their requests are executed quickly and efficiently. Noel also works with SignatureFD’s client care team to develop best practices, helping to provide the best service outcome for our clients.
Prior to joining SignatureFD, Noel served as a Senior Service Coordinator and Executive Assistant with a wealth management firm in Charlotte, N.C. for seven years. She has over 15 years of industry experience, including back office operations, special events planning, and overseeing high net-worth advisor team service initiatives.
Outside of work, Noel volunteers for the Charlotte Humane Society and is an active member of the Charlotte Ballet – Corps de Ballet. She and her husband, Philip, enjoy hiking the Carolinas.