Steven Waltz
Client Service Intern @Nicholas Wealth Management
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WORK HISTORY
Client Service Intern @Nicholas Wealth Management
Marietta, GA, US
Collaborated with New Business, Client Services, and Marketing teams to support client onboarding, address client inquiries, and prepare necessary documentation. Applied thorough interpersonal skills and a team-oriented approach to ensure efficient client service. Utilized CRM platforms and advanced Excel functions to manage, organize, and analyze client data with accuracy.
EDUCATION
Kennesaw State University
Bachelor's degree, Business Administration and Management, General
ABOUT STEVEN WALTZ
Kennesaw State University honors graduate with a degree in Business Management, now…
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