Client-Facing Reporting & Operations Specialist

Noblesoft Solutions; Memphis (TN); Hybrid; USD 42,000 - 62,000; Full time

Job summary

Noblesoft Solutions in Memphis, TN seeks an experienced operations support professional to manage daily client- service tasks, safeguard confidential information, and provide phone support to clients and financial advisors. You’ll engage in a service-first approach and collaborate with teammates in both virtual and in-person meetings.

The role requires advanced MS Office skills, excellent communication, and a calm, professional demeanor under pressure while handling high-net-worth clients and

Qualifications

• Proven experience in a client service or operations support role.
• Strong proficiency in Microsoft Office, especially Excel and Outlook.
• Excellent verbal and written communication skills.
• Ability to make quick, informed decisions under pressure.
• Professional, pleasant demeanor with a focus on client satisfaction.
• Comfortable working with high-net-worth individuals and financial professionals.
• Ability to maintain confidentiality and handle sensitive data responsibly.
• Willingness to fully engage in team meetings, both virtual and in-person.

Responsibilities

• Process and manage daily operational reports with strict deadlines.
• Handle confidential and sensitive information with discretion and accuracy.
• Provide phone support for clients and financial advisors (approximately half the workday).
• Deliver a service-first experience in all client interactions.
• Collaborate effectively with team members in both virtual and in-person meetings.
• Participate actively in team discussions, training, and feedback sessions.
• Utilize Microsoft Office Suite (Excel, Outlook, Word, etc.) at an advanced level

Skills

Client service

Microsoft Office

Communication skills

Data confidentiality

Team collaboration

Tools

Excel

Outlook

Word

Job description

Noblesoft Solutions in Memphis, TN seeks an experienced operations support professional to manage daily client- service tasks, safeguard confidential information, and provide phone support to clients and financial advisors. You’ll engage in a service-first approach and collaborate with teammates in both virtual and in-person meetings.

The role requires advanced MS Office skills, excellent communication, and a calm, professional demeanor under pressure while handling high-net-worth clients and