Nicholas Schroeder
Jacksonville,FL
Summary
Adaptable and fast paced professional with over 10 years of customer service experience including 8 years of business management experience. I'm looking to turn a job into a career constantly growing and advancing with the company.
Overview
11
11
years of professional experience
Work History
High Net Worth Representative
Fidelity Investments
Jacksonville, FL
07.2022 - Current
- Delivered exceptional customer service, promptly addressing inquiries and resolving complex issues.
- Participated actively in continuous professional development programs to stay current with industry standards and practices.
- Contributed actively in internal meetings and conferences, sharing best practices and knowledge with peers to foster a culture of continuous improvement.
- Streamlined operations by implementing efficient processes for account opening, maintenance, and reporting.
- Facilitated seamless communication between clients and various internal departments within the firm to ensure timely execution of requests.
- Mentored a new associate with a one on one continued relationship within my team
- Mentored a team of Fidelity Interns through a Double Jacking session
- Mentor fellow client service representatives through Double jacking
- Volunteer for opportunities during LINC days
Welder
Twin City Fans
05.2021 - 06.2022
- Analyze blueprints to construct industrial fans to exact specifications in accordance with company standards.
- Maintained clean working environment by consistently organizing tools and equipment, promoting workplace safety.
- Welded in flat, horizontal, vertical, and overhead positions.
- Inspected welds and checked critical measurements to meet specifications.
- Operated hoists, cranes, and power tools to dismantle equipment to find and remove defective parts.
- Clamped, held, tack-welded, heat-bent and bolted component parts to achieve required configurations and positions.
Sales Consultant
Centennial Homes
05.2021 - 10.2020
- Answer customers' questions about products, prices, availability, or credit terms
- Emphasize product features based on analyses of customers' needs and on technical knowledge of product capabilities and limitations
- Maintain customer records, using automated systems
- Prepare sales contracts for orders obtained, and submit orders for processing
- Select the correct products or assist customers in making product selections, based on customers' needs, product specifications, and applicable regulations
- Inform customers of estimated delivery schedules, service contracts, warranties, or other information pertaining to purchased products.
Manager
The Longbranch
09.2020 - 07.2015
- Monitor compliance with health and fire regulations regarding food preparation and serving, and building maintenance in lodging and dining facilities
- Count money and make bank deposits
- Investigate and resolve complaints regarding food quality, service, or accommodations
- Schedule and receive food and beverage deliveries, checking delivery contents to verify product quality and quantity
- Maintain food and equipment inventories, and keep inventory records
- Perform some food preparation or service tasks such as cooking, clearing tables, and serving food and drinks when necessary
- Supervise and perform staff training.
Circulation Manager
The Capital Journal
08.2016 - 07.2015
- Plan and prepare advertising and promotional material to increase sales of products or services, working with customers, company officials, sales departments and advertising agencies
- Confer with department heads or staff to discuss topics such as contracts, selection of advertising media, or product to be advertised
- Prepare budgets and submit estimates for program costs as part of campaign plan development
- Listen to and resolve customer complaints regarding services, products, or personnel
- Hire, train, and evaluate personnel
- Confer with company officials to develop methods and procedures to increase sales, expand markets, and promote business.
Welder
Worthington Industries
07.2015 - 12.2014
- Weld components in flat, vertical, or overhead positions
- Examine workpieces for defects and measure workpieces with straightedges or templates to ensure conformance with specifications
- Chip or grind off excess weld, slag, or spatter, using hand scrapers or power chippers, portable grinders, or arc-cutting equipment.
Shift Supervisor
Advanced Drainage Systems
12.2014 - 01.2014
- Remove excess, entangled, or completed filaments from machines, using hand tools
- Set up, operate, or tend machines that extrude and form filaments from synthetic materials such as rayon, fiberglass, or liquid polymers
- Load materials into extruding and forming machines, using hand tools, and adjust feed mechanisms to set feed rates
- Record details of machine malfunctions.
US Army Medic
US National Guard
07.2014 - 08.2011
- Administer first aid treatment or life support care to sick or injured persons in prehospital settings
- Perform emergency diagnostic and treatment procedures, such as stomach suction, airway management, or heart monitoring, during ambulance ride
- Observe, record, and report to physician the patient's condition or injury, the treatment provided, and reactions to drugs or treatment
- Maintain vehicles and medical and communication equipment and replenish first aid equipment and supplies
- Assess nature and extent of illness or injury to establish and prioritize medical procedures
- Comfort and reassure patients.
Skills
- Cash Flow Management
- Risk Assessment Abilities
- Client Education
- Problem-Solving
- Honest and Dependable
- Time Management
- Attention to Detail
- Problem-solving abilities
- Multitasking
- Critical Thinking
- Excellent Communication
- Self Motivation
- Analytical Thinking
- Goal Setting
- Salesforce
SIE, Series 63 and 7 license
Successfully completed the SIE exam and maintain my series 63 and 7 licenses.
Timeline
High Net Worth Representative
Fidelity Investments
07.2022 - Current
Welder
Twin City Fans
05.2021 - 06.2022
Sales Consultant
Centennial Homes
05.2021 - 10.2020
Manager
The Longbranch
09.2020 - 07.2015
Circulation Manager
The Capital Journal
08.2016 - 07.2015
Welder
Worthington Industries
07.2015 - 12.2014
Shift Supervisor
Advanced Drainage Systems
12.2014 - 01.2014
US Army Medic
US National Guard
07.2014 - 08.2011