Nicholas Streets
Thomasville,GA
Summary
Experienced professional seeking a role in business operations or client services. Dedicated to long-term career growth, ongoing learning, and making a meaningful impact within a dynamic team. Skilled in driving operational efficiency, delivering exceptional customer service, and contributing to organizational success. Excited to embrace new challenges, collaborate with diverse professionals, and contribute to the achievement of strategic goals.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Operations Associate
AMB Wealth
01.2024 - Current
- Support day-to-day operations for wealth management services
- Assist with account opening, reporting, and compliance documentation
- Performed wide-ranging administrative, financial and service-related functions.
- Drafted common document templates to reduce time spent creating documents from scratch to streamline customer information gathering.
Operations Administrator
TNB Financial
09.2023 - 01.2024
- Managed client documentation and data entry
- Processed and maintained client financial records with accuracy
- Performed back-office administrative tasks and supported account maintenance
Ensured compliance with internal procedures and industry regulations
Bartender & Service Staff
Hubs and Hops
06.2020 - 09.2023
- Delivered exceptional customer service in a fast-paced environment
- Trained new team members and helped coordinate special events
- Served high customer volumes during special events, nights, and weekends.
- Handled simultaneous customer, team, and business needs while avoiding unnecessary delays or errors.
Sales Manager
Bird Dog Bottle Co.
08.2018 - 01.2020
- Managed retail operations and customer engagement strategies
- Maintained vendor relations and inventory tracking
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
Education
Bachelor of Business Administration -
Valdosta State University
Valdosta, GA01.2024
High School Diploma -
Thomasville Scholars Academy
Thomasville, GA01.2019
Skills
- Microsoft Excel
- Wealth box CRM
- Black Diamond Reporting
- Smart Station
- Time management
- Problem-solving
- Customer service skills
Certification
- Securities Industry Essentials (SIE) Exam, Passed
- Series 7 License, Currently pursuing
Timeline
Operations Associate
AMB Wealth
01.2024 - Current
Operations Administrator
TNB Financial
09.2023 - 01.2024
Bartender & Service Staff
Hubs and Hops
06.2020 - 09.2023
Sales Manager
Bird Dog Bottle Co.
08.2018 - 01.2020
Bachelor of Business Administration -
Valdosta State University
High School Diploma -
Thomasville Scholars Academy
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