Nikki Wright
Director of Client Care & Administration at Alterra Advisors
Based in Renton, United States
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Seniority
Director
Department
Other
Location
Renton
Industry
Financial Services
Company size
13
Contact information
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n•••••••@alterraadvisors.com
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Background
About Nikki Wright
As the Director of Client Care & Administration at Alterra Advisors, an independent wealth management firm, I oversee the operations and strategic planning of the client experience team. I have more than 15 years of experience in leading and managing teams, processes, and projects in various retail and financial sectors. I am passionate about delivering wow client experience and building long-term relationships with our clients, who have unique and personalized wealth management needs. I leverage my MBA and CFP learnings, as well as my expertise in operations, leadership, and strategic planning, to implement effective strategies that improve productivity, profitability, and client satisfaction. I also coordinate the content development and training program for our client experience team, ensuring they have the skills and knowledge to serve our clients with excellence.
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