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© All Rights Reserved. ApplyBlast.com
Novi Wealth Partners
The Novi Wealth Partners Operations/Client Service Associate supports Wealth Advisors by delivering exceptional proactive client service and managing critical data sources. This role acts as a client ambassador who anticipates and implements client needs through administrative operations rather than financial planning. Responsibilities include monitoring phones, scheduling meetings, maintaining CRM records, and handling client concierge items to ensure a seamless experience.
Headquarters
Princeton, New Jersey, United States
Company Size
1-10 employees
Founded
1998
Novi Wealth Partners – Trusted fiduciary, fee-only financial planners in Princeton, NJ. Offering holistic personalized financial planning, wealth management, and investment strategies to help you achieve your financial goals.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Novi Wealth Partners.
Novi Wealth Partners didn’t post a salary, so this is our estimate from similar listings.
Right around the average for this role