Noah K. M. Chang

Associate Wealth Manager @One Capital Management, Llc

Honolulu, HI, US

Maintain existing client relationships as a primary point of contact for inquiries related toaccount maintenance, cash management, distributions, and investment reporting- Assist the wealth advisor, financial planner, and internal departments (operations, investments,billing, etc.) to ensure client requests are executed within defined service level agreements- Research and resolve routine to moderately complex client issues leveraging internal supportresources and/or escalate as appropriate to management- Participate in client meeting scheduling and preparation and attend client meetings, events, andseminars as needed- Participate in company meetings- Accurately prepare client account paperwork including internal agreements, custodian forms,applications, and other client deliverables for processing- Coordinate new client onboarding activities including the collection of required documentation,partnering with internal operations teams on process execution, client household setup,welcome calls, and proactive communication with clients- Understand and adhere to outlined company policies and procedures to ensure client activitiessatisfy firm standards- Track and document client interactions, activities, and meetings in CRM, ensuring notes areinput in a timely and compliant manner- Develop and maintain trusted relationships with custodian partners, vendors, client professionalcontacts, and service providers- Participate in team projects, and business initiatives and engage in training and educationopportunities as required

American University

Master of Science - MS, Sports Management and Analytics

Pitzer College

Organizational Studies