Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Nicole Bargas

Summary

Accomplished Sr. Client Management Consultant with a proven track record at CAPTRUST, adept in financial management and client support. Excelled in enhancing team productivity and client satisfaction through innovative solutions and effective staff training. Skilled in account management and communication, consistently delivered tailored financial strategies and superior service.

Overview

24
24
years of professional experience
1
1
Certification

Work History

Sr. Client Management Consultant

CAPTRUST
06.2022 - Current
  • Responded to customer requests, offering excellent support and tailored recommendations to address needs.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Prepared, analyzed and verified quarterly and annual reports and financial statements to assess financial condition.
  • Collaborated on clients' financial conditions and needs through financial and budgeting analysis.
  • Identified and resolved discrepancies and errors in customer accounts.
  • Trained new personnel regarding company operations, policies and services.
  • Increased efficiency and team productivity by promoting operational best practices.
  • Cross-trained and provided backup support for organizational leadership.
  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Sought ways to improve processes and services provided.

Manager of Finance and Reporting

Family Office Mgmt. Services/Alapocas Investments
03.2017 - 06.2022
  • Managed and analyzed client investments and cash flow data to prepare monthly, quarterly and adhoc investment reports.
  • Analyze clients' business and personal liability exposure and take steps to reduce and limit them.
  • Tax coordination with accountants and family tax managers on estimated tax projections and general tax planning strategies.
  • Monitoring of private equity investments, including capital calls, distributions, capital commitments and multiples
  • Budgeting and cash flow analysis provided on a corporate and personal level
  • Trading for client and master accounts on various platforms

Client Services Lead \ Project Management

Informa Investment Solution
10.2000 - 06.2017
  • Provided superior support, training and resolution to problems and concerns regarding our performance measurement, investment manager research and analysis and compliance monitoring solutions
  • Assist users with portfolio accounting and GIPS compliance questions, including performance calculations, daily custodial reconciliation, manual bank statement entry and GIPS and SEC reporting requirements
  • Assist client service representatives with the resolution of level 2 and 3 product and industry questions
  • Worked closely with the sales team and account management, to provide insight regarding the day to day differences and advantages when using one of our software solutions verses our competitors
  • Periodic discussions with clients and prospects to gain an understanding of their needs and desires for enhancing and improving to the software
  • Responsible for the facilitation of client and new employee training, in-house and at various locations throughout the country
  • Review and updated department procedures and training programs for internal and external clients on an ongoing basis

Education

Bachelor of Science - Finance And Economics

Hampton University
Hampton, VA
05-1992

Skills

  • Client support
  • Financial management
  • Account management
  • Staff education and training
  • Recordkeeping strengths
  • Team collaboration
  • Verbal and written communication

Certification

  • Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards, Inc.

Timeline

Sr. Client Management Consultant

CAPTRUST
06.2022 - Current

Manager of Finance and Reporting

Family Office Mgmt. Services/Alapocas Investments
03.2017 - 06.2022

Client Services Lead \ Project Management

Informa Investment Solution
10.2000 - 06.2017

Bachelor of Science - Finance And Economics

Hampton University

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Nicole Bargas