Client Service & Administration*. Nelson Portfolio Management Corp. Experience In Client Service and Portfolio Administration Since 2007
Jennifer has been actively involved in the financial services industry since 2007 and has worked with Nelson Financial since 2020. Prior to joining Nelson Financial, Jennifer worked in a variety of client service roles at one of Canada’s major banks and has considerable experience in the administrative component of client portfolios. In her role with Nelson Portfolio Management Corp. Jennifer is responsible for coordinating client communication, managing our information systems and coordinating all client administration activity such as opening new client accounts, setting up on line access for new clients, coordinating client deposits and withdrawals and providing duplicate statements and tax reports as required. As a veteran administrator and client service professional, Jennifer supports the portfolio management team in the day to day administration of client portfolios. If you would like to connect with any member of our portfolio management team, please contact Jen and she will coordinate this for you.