Dallas Nylen

Client Services Administrator

Role
Client Services Administrator at Financial Compass Group, Llc
Location
Boston, MA, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

Experience

  1. Client Services Administrator

    Financial Compass Group, Llc

    Jun 2021 — Present · Wellesley, MA, US

    As a client service administrator I oversee the operations of a top financial advisor\'s practice. I actively engage with clients to provide top tier service when assisting in new account opening and account maintenance.

Education

  • Roger Williams University

    Marketing

    2017 — 2021

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Dallas Nylen — Client Services Administrator at Financial Compass Group, Llc in Boston, MA, US | Unifers