Morgan Noel

Morgan Noel

Client Service Associate @ UBS

About Morgan Noel

Morgan Noel is a Client Service Associate at UBS, with a background in banking that includes roles at Union Bank & Trust as a Teller, Personal Banker, and Assistant Branch Manager. She holds a Bachelor's degree in Sociology from the University of Nebraska-Lincoln.

Work at UBS

Morgan Noel has been employed at UBS as a Client Service Associate since 2020. In this role, Morgan is responsible for providing support to clients, ensuring their needs are met, and facilitating communication between clients and the firm. This position allows Morgan to leverage previous experience in client-facing roles to enhance client satisfaction and service delivery.

Previous Experience at Union Bank & Trust

Prior to joining UBS, Morgan Noel held multiple positions at Union Bank & Trust. Morgan started as a Teller from 2015 to 2016, where responsibilities included handling transactions and assisting customers. Morgan then transitioned to the role of Personal Banker from 2016 to 2017, focusing on building client relationships and offering financial solutions. From 2017 to 2020, Morgan served as an Assistant Branch Manager, overseeing branch operations and staff management.

Education and Expertise

Morgan Noel earned a Bachelor's degree in Sociology from the University of Nebraska-Lincoln, completing the program from 2015 to 2019. This educational background provides a foundation in understanding social behavior and client interactions, which is beneficial in the financial services industry.

Career Progression

Morgan Noel's career has shown a clear progression in the financial services sector. Starting as a Teller, Morgan advanced through various roles at Union Bank & Trust, gaining experience in customer service and branch management. This trajectory led to the current position at UBS, reflecting a commitment to professional growth and client service excellence.

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