Client Service Associate
At Capital Planning
Noeun joined Capital Planning in 2021 providing 20 years of client service experience in the financial industry. She works closely with advisor meeting follow up tasks and ensuring client money movement, account paperwork, and forms are in good working order and processed accordingly. Noeun goes the extra mile in working with clients, and her genuine care and concern for their financial needs and well-being are always her top priority.
- New Account Processing
- Distributions & Contributions
- DocuSign Form Processing
- Account Updates
- Service Monitoring
Previous Roles & Adventures
Senior Operations Clerk – Oppenheimer
Senior Service Associate – Morgan Stanley
Operations Coordinator – Symetra Financial
Women @ Morgan Stanley (Board Member)
Junior Achievement Ambassador
When Not at Work
Noeun can be found navigating the roads in her neighborhood as she runs with her adopted special needs dog by her side. Having previously been a physical fitness coach, she is great to encourage others to be their best and stay active. When not running or cycling, you can find Noeun enjoying family time and traveling to warm, sunny locations.