Client Service & Administration. Nelson Insurance Services Corp. Experience in personal banking and customer service since 2001.
Nicole has been actively involved in the financial services industry since 2001 and has worked with Nelson Financial since 2018. Prior to joining Nelson Financial, Nicole worked at two of Canada’s major banks in a variety of roles including that of a Personal Banking Advisor, Manager of Customer Service and Manager of Financial Advice. In her role with Nelson Insurance Services Corp. Nicole is responsible for coordinating client communication, managing our information systems and coordinating all client administration activity related to setting up new insurance contracts, ordering underwriting, and coordinating client service requests. As a veteran administrator and client service professional, Nicole supports the insurance advisory team in the day to day administration of client insurance products. If you would like to connect with any member of our insurance advisory team, please contact Nicole and she will coordinate this for you.