Wilson Choi
Client Experience Specialist @Nest Wealth Asset Management
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WORK HISTORY
Client Experience Specialist @Nest Wealth Asset Management
Toronto, ON, CA
EDUCATION
Juno College of Technology
Full-time Immersive Web Development Bootcamp
University of Toronto
Bachelor of Science (B.Sc.), Psychology
SKILLS
ABOUT WILSON CHOI
I’m a data-driven financial services professional with 10+ years of experience across wealth management, client support, SaaS troubleshooting, and operational analysis. I specialize in diagnosing system issues, improving workflows, and supporting advisors and stakeholders through data-informed problem solving.My strengths include SQL, Excel reporting, CRM systems, financial platforms, and cross-functional communication. I’m currently expanding my analytics skillset through the IBM Data Analyst Professional Certificate, with growing experience in Python, data cleaning, and automation.I bring a blend of technical curiosity, customer-centric thinking, and deep industry knowledge. Whether resolving platform issues, analyzing data discrepancies, or collaborating with developers to improve system performance, I focus on creating smoother experiences for both internal teams and end users.I’m now pursuing roles in Application Support, Data Analytics, and Operations Analysis where I can combine my technical foundation, problem-solving mindset, and financial expertise to drive better decision-making and business efficiency.
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