Client Services Associate
I’ve worked with NestEgg Advisors for 7 years, and in my role as client services associate, I am often the first point of contact. My goal is to make our clients and guests feel consistently comfortable and welcome when they meet with our team. As such, I’m committed to providing personalized service to accommodate the needs of every client, making their relationship with us a unique and caring experience.
Within my role, I’m responsible for coordinating client financial planning review meetings, training clients in the use of online portfolio reporting applications, responding to a wide range of client service requests, maintaining the client database, and performing general office administration. My professional experience is diverse and includes customer service, office administration, sales, recruiting and pre-school education. I hold a BBA degree from Baruch College, and the combination of my experience and education result in a clear dedication to my role, our firm and our clients.
Outside of work, I enjoy reading, going to the theatre, and spending time at the beach.