Sam Winn
Client Service Associate & New Business Coordinator at Noble Financial Group
- Role
- Client Service Associate & New Buisness Coordinator at Noble Financial Group Llc
- Location
- Danvers, MA, US
- LinkedIn followers
- 500 followers
About Sam Winn
I am a graduate of Framingham State University with a Bachelor’s degree in Finance and a…
Experience
Client Service Associate & New Buisness Coordinator
Jul 2025 — Present · Wakefield, MA, US
Acting as a main contact for all client service and new business needs- Working collaboratively with firm advisors and operational team to ensure a high-level client experience, including processing paperwork, client follow ups, and frequent communication as needed- Working directly with investment companies and other third-party platforms to help establish and service client accounts- Accurately documenting all client activity and communication in firm’s CRM systems- Maintaining up-to-date client records in CRM system and other reporting systems.
Education
Framingham State University
Bachelor of Science - BS
2021 — 2025
Beverly High School
High School Diploma
2017 — 2021
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