Client Services Associate
Current
Jan 2024 - Present
AeroLeads people directory · profile
Erik Nelson Email & Phone Number
I am the primary point of contact for prospective and existing clients for scheduling and client portal assistance. I support the EWM team with various tasks relating to client data management and administrative duties.
at
Echo Wealth Management, LLC
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
I am the primary point of contact for prospective and existing clients for scheduling and client portal assistance. I support the EWM team with various tasks relating to client data management and administrative duties.
Location
Greater Minneapolis-St. Paul Area, United States
Company size
Who is Erik Nelson? Overview
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Quick answer
Erik Nelson is listed as I am the primary point of contact for prospective and existing clients for scheduling and client portal assistance. I support the EWM team with various tasks relating to client data management and administrative duties. at Echo Wealth Management, LLC, a with 3 employees, based in Greater Minneapolis-St. Paul Area, United States. AeroLeads shows a matched LinkedIn profile for Erik Nelson.
Erik Nelson previously worked as Client Services Associate at Echo Wealth Management, Llc and Customer Service Representative at 3M. Erik Nelson holds Bachelor Of Business Administration - Bba, Business Administration And Management, General from University Of St. Thomas.
Company email context
Email format at Echo Wealth Management, LLC
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Echo Wealth Management, LLC
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Profile bio
About Erik Nelson
Erik Nelson is a I am the primary point of contact for prospective and existing clients for scheduling and client portal assistance. I support the EWM team with various tasks relating to client data management and administrative duties. at Echo Wealth Management, LLC.
Current workplace
Erik Nelson's current company
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Echo Wealth Management, Llc
3 roles
Erik Nelson work experience
A career timeline built from the work history available for this profile.
Customer Service Representative
Served as the primary point-of-contact for customer requests regarding order entry, order status, product information, complaints, credit and return requests, pricing, shipping and inventory requests while working closely with sales, supply chain, and pricing teams to satisfy customer requests.
Oct 2020 - Jul 2023
Parts Counter Sales Representative
Jul 2018 - Oct 2020
1 education record
Erik Nelson education
FAQ
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Quick answers generated from the profile data available on this page.
What company does Erik Nelson work for?
Erik Nelson works for Echo Wealth Management, LLC.
What is Erik Nelson's role at Echo Wealth Management, LLC?
Erik Nelson is listed as I am the primary point of contact for prospective and existing clients for scheduling and client portal assistance. I support the EWM team with various tasks relating to client data management and administrative duties. at Echo Wealth Management, LLC.
Where is Erik Nelson based?
Erik Nelson is based in Greater Minneapolis-St. Paul Area, United States while working with Echo Wealth Management, LLC.
What companies has Erik Nelson worked for?
Erik Nelson has worked for Echo Wealth Management, Llc, 3M, and Napa Auto Parts.
Who are Erik Nelson's colleagues at Echo Wealth Management, LLC?
Erik Nelson's colleagues at Echo Wealth Management, LLC include Jared Johnson and Justin Edwards.
How can I contact Erik Nelson?
You can use AeroLeads to view verified contact signals for Erik Nelson at Echo Wealth Management, LLC, including work email, phone, and LinkedIn data when available.
What schools did Erik Nelson attend?
Erik Nelson holds Bachelor Of Business Administration - Bba, Business Administration And Management, General from University Of St. Thomas.
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