Client Service Associate – Sarasota, FL
Year joined Wellington Shields: 2018
Nicole supports Financial Advisors and Portfolio Managers and works diligently to provide exceptional service to our clients including processing client requests, resolving client inquiries, making sure key client information and documentation is up to date and onboarding new accounts
Previous Experience/Career Highlights:
- Nicole draws on a broad resume of skills and professions which includes stints in customer service, law, property management, copywriting, and medical administration. Before joining Wellington Shields, Nicole worked for a nonprofit as an Administrative Assistant. During that time she finished her Masters of Science in Business Administration. She went on to pursue a few entrepreneurial ventures before an assignment from a temp agency led to her employment with Wellington Shields.
Education and Certifications:
- Colorado Technical University – MS- Business Administration/Minor in Marketing
- Manatee Technical Institute- Certificate-Medical Administration
Other Interests and/or affiliations:
Nicole enjoys photography and traveling to locations that have great hiking. Closer to home, you will typically find her working on her novel on the couch with a fur baby curled up next to her.
Nicole is very passionate about nature preservation and donates her time and money to organizations that seek to stop the degradation of the planet’s natural environment and to build a future in which humans live in harmony with nature.