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Kristin Nixon

27 Raymond Dr, Merrimack, NH 03054


(T) 603-533-0401 (E) kristin.nixon@gmail.com

Summary
Excellent interpersonal, oral and written communication skills. Detail oriented. Strong ability to identify and
solve problems strong sense of loyalty highly motivated self-starter who possesses the ability to work
individually or as a member of a team.

Employment History

2009 - Present (part time) Nixon Machine Service, Mason, NH


Office Coordinator
• Responsible for maintaining accounts payable and receivable.
• Responding to billing inquiries in a timely and professional manner.
• Responsible for providing exceptional customer service to all clients and insuring that all customer
needs and inquiries are met with the utmost care and professionalism.

2008 - 2009 Sentinel Financial, Reading , MA


Payroll Operations Associate (internal promotion)
• Responsible for the processing of payroll files for a book of clients
• Insuring that payroll files are accurate, complete and in compliance with ERISA laws.
• Communicating with outside vendors/banks to ensure accurate and timely funding of payroll files.
• Working directly with the client to address any concerns or issues that might arise.
• Providing the optimal level of customer service to all clients.

2007 - 2008 Sentinel Financial, Reading, MA


401k Account Manager
• Serve as a point of contact for a book of 90-100 clients (small companies) to assist with all
aspects of 401k plan benefits.
• Assist with questions regarding plan rules and regulations assuring that plans are in compliance.
• Assisting benefits departments with interpreting plan rules and regulations.
• Speaking directly with plan participants when necessary to help resolve any confusion or issues.
• Responsible for processing any plan participant requests such as; loans and distributions from their
401k plans. Making sure that all aspects of the requests and consequences of the requests are
understood by both the client and the plan participant.
• Responding to client requests in a timely, professional and helpful manner.
• Providing outstanding customer service.

2007 - 2007 Fidelity Investments, Merrimack, NH


Retirement Benefits Coordinator (internal promotion)
• Educate customers on retirement options available through their pension plan, 401k, as well as
enrolling in their medical coverage.
• Effectively engage the customer in a needs based investigation to better understand the
customers retirement profile and help them decide what payment option fits their desired
retirement goals.
• Setting timeframes and expectations with the customer in regard to the various steps necessary to
complete the process across all benefit programs and vendors (pension plan,401k and elections on
medical benefits)
2006 - 2007 Fidelity Investments, Merrimack, NH
Survivor Services Case Manager (internal promotion)
• Work closely with beneficiaries through inbound and outbound phone calls to answer/discuss all
questions/concerns they may have during the entire case process.
• Coordinate the gathering and processing of life insurance information and required documents
and forwarding those to the life insurance carriers.
• Work with outside vendors to ensure that life insurance benefits are processed in a timely
manner.
• Partner with internal and external client contacts to communicate client updates and procedures
to the SSU team members.
• Serve as a point of contact on client escalations with operations and client team.
• Effectively manage a queue of cases thru consistent research, time management and organization.

2004 - 2006 Fidelity Investments, Merrimack, NH


Retirement Customer Service Associate III (internal promotion)
• Executive Services Retirement Representative supporting high net worth clients with Pension and
401k inquiries.
• Staffing coordinator for the Executive Services Team.
• Coach and mentor to new hire associates joining Fidelity.
• Head Coach for DC Corporate Reserves.
• Involved in manager projects for meeting business needs and goals.

2004 - 2004 Veritude at Fidelity Investments, Merrimack, NH


401k Customer Service Associate

2000 - 2004 CVS Pharmacy, Nashua, NH


Shift Supervisor

Education
2003 NH Community Technical College, Nashua, NH
Associates Accounting/Finance GPA: 3.2

Certifications
While employed with Fidelity Investments obtained the Series 6 and Series 63 brokers licenses.

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