Reporting Coordinator (Local to Memphis, TN)

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

• 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:

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.