Nancy Godwin, Csp Email & Phone Number

Plymouth, MA

Canton, MA

Communicated with customers daily on a variety of projects including servicing 529 College Savings Plans and state escheatment projectsCommunicated information clearly and accuratelyResearched accounts, answered questions, and communicated information clearly and accurately Provided superior customer service and work quality while demonstrating attention.

Plymouth, MA

Reviewed applicant’s resumes and determined which candidates to contactScreened applicants by telephone interviewScheduled appointments

Broadridge, Hingham MA

• Contacted brokerage firms via email and phone for cleansing of sales data for our clients sales reporting
• Maintained and updated Excel spreadsheets with client information
• Updated computer systems with accurate sales information to be uploaded to clients databases
• Utilized internet research including FINRA and IAPD websites to verify information

Broadridge, Hingham MA

• Handled shareholder inquiries or processing of transactions using on-line tools
• Identified trends in customer inquiries and escalated them to management when necessary
• Identified customer needs and provided prompt resolution to inquiries regarding sales, legal transfers, etc.
• Followed simple and complex transfer agency procedures in accordance with all applicable NASD, SEC & STA regulations

Broadridge, Hingham MA

• Performed outbound and inbound call duties and collected shareholder votes
• Educated customers regarding proxy highlights in detail
• Managed customer information, consistently completed data entry assignments
• Advanced to call center “Floor Walker” position based on achievement of Key Result Areas, assisted Customer Support Specialists

Whitman, MA

• Fostering the intellectual and social development of children
• Classroom presentations or individual instruction in science, mathematics, or English using sophisticated materials, such as computers, games, music, books and other tools

• Field visits made to business and homes, interviewed taxpayers and completed financial statements
• Analyzed complex financial information including cash flow statements, accounts receivable, account payable, financial statement, credit reports and corporate income tax returns
• Made case dispositions including installment agreements, full payment and currently not collectible determinations