Tyler Jablonowski Email & Phone Number

Philadelphia, Pa, Us

Philadelphia, Pa, Us

Philadelphia, Pa

Malvern, Pa

Partner with Vanguard Advisors to facilitate clerical changes and brokerage transactions in individual, trust, IRA, and 529 accounts. Service Vanguard’s High Net Worth clients ($1M+ in assets) with account changes, assets transfers, portfolio rebalancing, and other financial transactions with accuracy and efficiency.Proactively provide investment product and system insights to internal advisors to ensure clients receive comprehensive solutions and service. Solve operational issues faced by advisors or clients by leveraging system knowledge and business partners. Remain up to date with current market trends, policy changes, system updates, and investment comparisons (ie Mutual Funds, ETFs, individual equities). Provide warm leads for large incoming asset transfers and advisory service enrollment for our Business Development Group.Coach new employees (service staff and advisors) on internal operations, problem resolution, client relationship management, and Series 7 & 63 licensing.

Provide assistance to a special event company dealing with high end weddings, mitzvahs, corporate events, and more. Implement design plans and verify the final results with the client to ensure their needs and visions have been met.Assist sales team in producing bid offers for larger scale events including estimating company costs, time frames, and respective product/service pricing.

Contacted school administrators in the Greater Atlanta area to schedule meetings in regards to implementing a virtual education program.Provided assistance to customers over the phone in navigation of virtual education courses along with interpretation of grades and technical support.