Nicole G.

Client Relations Specialist at Jacobson & Schmitt Advisors

Role
Client Relations Specialist at Jacobson & Schmitt Advisors
Location
Pittsburgh, PA, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Nicole G.

I completed the Dual Majors program at Duquesne University in Mathematics and Education…

Experience

  1. Client Relations Specialist

    Jacobson & Schmitt Advisors

    Nov 2023 — Present · Madison, WI, US

    Be the first friendly face our guests see when entering our office· Create a positive, welcoming, and clean environment for our clients· Help our team be productive and efficient at our office (purchase office supplies, coordinate with vendors, and handle logistics for team meetings)· Assist our operations team with document management (scanning, e-signing, preparation for client meetings)· Answer and triage incoming calls· Manage our meeting scheduling process· Establish and maintain a positive and professional relationship with co-workers, clients, and visitors· Communicate effectively to ensure work is completed on time and correctly

Education

  • Duquesne University

    Bachelor's degree

    2011 — 2015

  • Duquesne University

    Bachelor of Science - BS

    2011 — 2015

  • North Allegheny High School

    High School Diploma

    2007 — 2011

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Nicole G. — Client Relations Specialist at Jacobson & Schmitt Advisors in Pittsburgh, PA, US | Unifers