Nicholas Kersting
Peoria,AZ
Summary
Knowledgeable and dedicated customer service professional with extensive experience in the financial industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and a cultivated empathic approach to problem resolution. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing the business.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Premier Relationship Manager
AssetMark
Phoenix, AZ
08.2019 - Current
- Responsible for over 1 billion dollars of assets under management with exemplary communication amongst 120+ financial advisors and their offices.
- The ability to disseminate through written and verbal communication the core of an issue, and fully comprehend the most satisfactory solution through the use of all available resources.
- A focused approach of relationship building with a multitude of diverse individuals in all levels of expertise.
- A cultivated approach to process improvement through extensive analysis and leveraging all available resources to build an enduring final outcome.
Glass Technician
Safelite Autoglass
Scottsdale, AZ
11.2018 - 08.2019
Retirement Plan Service Representative
Vanguard
Scottsdale, AZ
11.2016 - 11.2018
- Regularly used resources available to communicate accurate information.
- Effectively communicated multifaceted topics in order to educate customers and to complete their requests.
- Proactively worked with internal crew to help identify and resolve internal issues on the customers behalf.
- In depth knowledge of the financial industry and securities via 6 and 63 licensing.
Retirement Plan Service Representative
Randstad
Scottsdale, AZ
05.2016 - 11.2016
- Regularly used resources available to communicate accurate information.
- Completed limited requests from participants regarding their 401k accounts quickly and accurately.
- Regularly provided friendly and quality service to participants that contacted Vanguard.
Emergency Medical Technician
Allied Barton Security Services
Scottsdale, AZ
05.2014 - 05.2016
Store Associate
In-N-Out Burger
Phoenix, AZ
09.2009 - 05.2014
- Worked well in a team-oriented atmosphere where clear and concise communications were essential in the creation of a positive and highly productive working environment.
- Performed all duties as directed in a timely and orderly fashion.
- Offered each customer top-notch, personal service and polite support to boost sales and customer satisfaction.
Education
High School Diploma -
Advanced Academic Placement High School
Phoenix, AZ05.2011
Paradise Valley Community College
Skills
- Creative problem solving
- Good listening skills
- Service support
- Relationship building and management
- Client Relationships
- Asset Management
- Solution development
- Written and verbal communication
- Business relationship cultivation
- Risk management
- Product knowledge
Certification
- Licensed Series 6 & 63
Additional Information
References
Beau Burton (AssetMark Team Leader)
480-261-5772
Beaujburton@gmail.com
Louis Haegler (Safelite Supervisor)
929-527-1791
Brian A Gazzolo
480-713-0777
brian_a_gazzolo@vanguard.com
Claude Thyben (Allied Barton Supervisor)
623-498-7907
Mario Rodriguez (In-N-Out Store Manager)
602-625-1794
Timeline
Premier Relationship Manager
AssetMark
08.2019 - Current
Glass Technician
Safelite Autoglass
11.2018 - 08.2019
Retirement Plan Service Representative
Vanguard
11.2016 - 11.2018
Retirement Plan Service Representative
Randstad
05.2016 - 11.2016
Emergency Medical Technician
Allied Barton Security Services
05.2014 - 05.2016
Store Associate
In-N-Out Burger
09.2009 - 05.2014
High School Diploma -
Advanced Academic Placement High School
Paradise Valley Community College
- Licensed Series 6 & 63
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