Christopher Nelson Email & Phone Number

Philadelphia, Pa, Us

Newtown Square, Pennsylvania, United States

Malvern, Pennsylvania, United States

Facilitate training for external new hires and contractors in retail operations

Malvern, Pa

-Serve as a full service representative, dealing specifically with all 529 College Savings Plans that Vanguard manages-Have investment guidance discussions with clients to determine what investment would best fit their risk tolerance and long or short term goals in saving for college and make necessary buys, sells, and exchanges-Walk clients through online and paper form enrollments-Explain processes like rollovers, change of ownership, and beneficiary transfers-Walk clients… Show more -Serve as a full service representative, dealing specifically with all 529 College Savings Plans that Vanguard manages-Have investment guidance discussions with clients to determine what investment would best fit their risk tolerance and long or short term goals in saving for college and make necessary buys, sells, and exchanges-Walk clients through online and paper form enrollments-Explain processes like rollovers, change of ownership, and beneficiary transfers-Walk clients through the process of transferring account ownership due to an account owner passing away Show less

Malvern, Pa

-Serve as a full service representative, dealing specifically with all 529 College Savings Plans that Vanguard manages-Have investment guidance discussions with clients to determine what investment would best fit their risk tolerance and long or short term goals in saving for college and make necessary buys, sells, and exchanges-Walk clients through online and paper form enrollments-Explain processes like rollovers, change of ownership, and beneficiary transfers

Malvern, Pa

-Obtained series 6 and 63 licenses-Provide investment guidance to retail clients in mutual fund accounts-Have in-depth conversations to provide clients with available mutual funds from the Vanguard lineup that fit their investment objectives and goals based off of their account types and current situation-Understand the difference between advice and guidance so that I do not overstep my licenses and violate FINRA regulations-Perform duties such as buys, sells and exchanges… Show more -Obtained series 6 and 63 licenses-Provide investment guidance to retail clients in mutual fund accounts-Have in-depth conversations to provide clients with available mutual funds from the Vanguard lineup that fit their investment objectives and goals based off of their account types and current situation-Understand the difference between advice and guidance so that I do not overstep my licenses and violate FINRA regulations-Perform duties such as buys, sells and exchanges within various account types Show less

Malvern, Pa

-Contracted by Randstad to work as Customer Relations Specialist at Vanguard-Provide excellent customer service to Vanguard client making inbound calls-Cover a wide variety of responsibilities such as making buys and sells within clients mutual fund accounts-Walk clients through registering for online access or generating temporary passwords to help them regain access-Conference and transfer clients to the correct departments based on client needs and account types-Strong… Show more -Contracted by Randstad to work as Customer Relations Specialist at Vanguard-Provide excellent customer service to Vanguard client making inbound calls-Cover a wide variety of responsibilities such as making buys and sells within clients mutual fund accounts-Walk clients through registering for online access or generating temporary passwords to help them regain access-Conference and transfer clients to the correct departments based on client needs and account types-Strong understanding of what duties I can and cannot perform with regards to SEC regulations and licensing restraints Show less

Folsom, Pa

Erwtine and DeVito Inc. specializes in cabinetry, solid surface and mill work for both commercial and residential clients.-Deliver cabinets and counter tops to homes and commercial businesses throughout the Delaware Valley-Accept deliveries of goods on location-Provide customer service to any existing or new clients that come into the facility-Work closely with other members of the crew to assist in building all products made in the facility

West Conshohocken, Pa

- Dealt specifically in the field of permanent placement- Lead generation through cold calling and use of internet technologies and social media- Pre-screen all possible candidates to determine if they are a fit for a given job- Prep candidates on interview process by role playing, providing interview tips, and making them aware of what to expect during an interview- Filled jobs for a vast variety of fields in the healthcare environment such as Healthcare Providers,… Show more - Dealt specifically in the field of permanent placement- Lead generation through cold calling and use of internet technologies and social media- Pre-screen all possible candidates to determine if they are a fit for a given job- Prep candidates on interview process by role playing, providing interview tips, and making them aware of what to expect during an interview- Filled jobs for a vast variety of fields in the healthcare environment such as Healthcare Providers, Hospitals, Pharmacies, Healthcare Payers, Public Health Agencies, Healthcare Management and Administration. Clinical/ Biotech/ Medical Device and Healthcare Information Technology Show less

Bachelor'S Degree, Public Relations

Activities and Societies: Intramural Basketball

High School

Activities and Societies: Baseball and Basketball