Melanie Novak
Client Service AssociateMelanie joined Hunziker & Associates in 2020 with a background in accounting and financial services. She serves as a customer service associate, acting as a liaison between financial advisors, clients and outside financial organizations to process client requests and provide information. She reviews and processes trade instructions, manages service requests and provides trading support. She assists with the development of financial plans and Goal Planning & Monitoring. She also assists with account development and maintenance as well as investment research and performance tracking. Melanie graduated from Judson University in Elgin with a bachelor’s degree in accounting.
