Nicole Clark
Plymouth
Summary
Experienced with client interaction, support, and relationship building. Utilizes effective communication and problem-solving to enhance client satisfaction. Knowledge of managing client needs and facilitating positive outcomes.
Overview
7
7
years of professional experience
Work History
Client Assistant
Baird
Sheboygan, WI
08.2025 - Current
- Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird, and establishing an ongoing communication/client service plan.
- Maintained a working relationship with Baird’s Corporate Resource Groups to help provide the best wealth management solutions to clients.
- Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
- Answered all incoming phone calls and handled as appropriate.
- Managed Financial Advisor's schedule by scheduling any client appointments, wholesaler meetings, and any out of office travel.
- Initiated and completed all transactions required to fully service client accounts i.e., paperwork, correspondence, client request fulfillment and special projects as needed.
- Entered security orders including stocks, bonds, fixed income, options, annuities, and other investment vehicle orders per Financial Advisors’ instructions or upon client’s verbal direction.
- Organized and coordinated seminars and client events at the direction of Financial Advisor(s).
Customer Service Specialist
Belke Financial Group
New Holstein, WI
05.2022 - 08.2025
- Provided superior client service and support to high net worth individuals.
- Scheduled clients to meet with their desired financial representative and keep the monthly calendar updated and organized.
- Responded to any phone or email inquiries and act as a liaison to help research and resolve questions.
- Processed new accounts, transfers, contributions and distributions, rollovers and beneficiary changes.
- Inputted and maintained accurate client information in all appropriate databases and software applications.
- Verified that all requests are received and handled to completion.
- Created and updated various excel reports, database projects, and other special projects as directed.
- Mentored junior staff on compliance procedures and best practices.
- Developed and implemented training programs for new team members.
Customer Service Representative
Collins State Bank
Random Lake, WI
03.2019 - 05.2022
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Processed customer transactions promptly, minimizing wait times.
- Resolved customer issues promptly, fostering positive relationships between the bank and its clients.
- Counted and packaged currency and coins.
- Educated customers on use of banking website and mobile apps.
- Provided customer records, account statements and copies of checks.
- Processed loan payments accurately, contributing to the overall efficiency of branch operations.
- Assisted customers in opening new accounts, facilitating a smooth onboarding process for new clients.
Education
Bachelor of Arts - Business Administration
Lakeland University
Plymouth, WI05-2022
High School Diploma -
Sheboygan Falls High School
Sheboygan Falls06-2018
Skills
- Strong organizational skills
- Exceptional communication
- Professional phone etiquette
- Customer service
- Teamwork
- Attention to detail
- Time management
- Problem-solving
- Microsoft office
- Document management
Timeline
Client Assistant
Baird
08.2025 - Current
Customer Service Specialist
Belke Financial Group
05.2022 - 08.2025
Customer Service Representative
Collins State Bank
03.2019 - 05.2022
High School Diploma -
Sheboygan Falls High School
Bachelor of Arts - Business Administration
Lakeland University