Summary
Overview
Work History
Education
Skills
Timeline
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Chauntese Nelson

Chauntese Nelson

Arlington,Texas

Summary

Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Experience with FINRA conducts detailed sales and buyer research with years of sales experience, extensive marketplace knowledge and expertise in investments, securities, and market dynamics.

Overview

4
4
years of professional experience

Work History

CSEC

Vanguard Group
Plano, TX
05.2023 - 06.2024
  • Assisted in the preparation of presentations to clients on investment opportunities.
  • Conducted detailed research into target companies' financial statements, operations, products and services offered, management teams.
  • Provided personalized advice on financial services, including investments, insurance and banking products.
  • Provided advice to clients regarding the purchase or sale of securities.
  • Executed buy and sell orders for equities, options, fixed income products, mutual funds, ETFs, and other investments.

Tier 2 Technical Support Representative

Verizon Wireless
Dallas, Texas
02.2021 - 05.2023
  • Demonstrated technical skills in systems management, security, service management, applications and networking and solved complex problems according to established procedures and industry best practices
  • Led individual training sessions for employees in Microsoft Office, Windows Server and Amazon Web Services
  • Assisted online users via live chat, web conference and phone to resolve issues related to software and system use and access
  • Supported customers having data connectivity issues, assisting with troubleshooting steps and rebooting of hardware
  • Assisted in technical support process refinement to improve customer service and support
  • Maintained customer and client databases and updated databases periodically
  • Kept confidential client information properly protected and only used for official purposes.

Client Advisor

LVMH
New York, New York
07.2020 - 03.2022
  • Leveraged customer service and consultative sales techniques to exceed sales benchmarks, resulting in 50% increase over expected sales targets
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services
  • Provided leadership and training for new agents regarding industry best practices and company policies
  • Engaged customers and provided high level of service by carefully explaining details about documents.

Licensed Insurance Agent

SYKES
North Salt Lake, UT
08.2021 - 02.2022
  • Created individualized proposals for clients to include coverage options, premiums and enrollment guidelines
  • Received underwriting approvals after accurately completing applications for insurance coverage
  • Documented conversations with customers to track requests, problems and solutions
  • Boosted productivity by maintaining strong call control and quickly working through scripts to address diverse problems
  • Evaluated customer account information to assess current issues and determine potential solutions.

Education

Associate of Applied Science | Information Technology -

Tarrant County College District
01.2016

High School Diploma -

Arlington Heights High School

Skills

  • Troubleshooting
  • Network Administration
  • Mobile Application Development
  • Customer Service
  • Market Trends Analysis
  • Customer Needs Assessment
  • Financial Analysis
  • Risk Assessment

Timeline

CSEC

Vanguard Group
05.2023 - 06.2024

Licensed Insurance Agent

SYKES
08.2021 - 02.2022

Tier 2 Technical Support Representative

Verizon Wireless
02.2021 - 05.2023

Client Advisor

LVMH
07.2020 - 03.2022

Associate of Applied Science | Information Technology -

Tarrant County College District

High School Diploma -

Arlington Heights High School

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Chauntese Nelson