Nikki Flory
client services manager at jacaranda financial planning@ Jacaranda Financial Planning
Caringbah South, New South Wales, Australia
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Nikki Flory is an experienced Client Service Manager with 14 years of work experience. She is based in Sydney, Australia and is passionate about educating clients and assisting them in their financial goals. Nikki has worked in various roles, including Office/relationship Manager at Integrity Private Wealth, Client Services Manager at Jacaranda Financial Planning, and Financial Services Manager at Godfrey Pembroke. She also has experience as a Financial Services Administrator and Client Service Representative at Colonial First State. Nikki's expertise lies in general management, customer service, and financial services administration.
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Emails and Phone Numbers

@jacarandafp.com.au
@ipw.com.au
+61 292402****
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About

Experienced Client Service Manager that thrives in a fast paced environment and is passionate about educating clients and assisting them to reach their financial goals.

Work Experience

Level 15, 60 Margaret Street, Sydney, NSW, 2000, AU

Financial Services

21
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Nikki Flory's Professional Milestones

  • Office Relationship Manager (2018-03-01~2020-01-01): Efficiently monitored office operations, minimizing downtime and fostering strong communication channels.
  • Client Services Manager (2016-09-01~2017-11-01): Driving exceptional client satisfaction through effective communication and streamlined processes.
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