Years of experience: 12
HRDatabase CoordinatorData Entry AssociateConsultingCall CenterCustomer Support Representative
Trusted by top professionals
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Exceptionally trusted; proven professional excellence.
Chelsey's Career Path
Apr. 2023 -Apr. 2025
CapitalizeSenior Support Specialist
• Collaborated with product and engineering teams to enhance services based on membership feedback, boosting product line retention by 65%.
• Documented client questions and solutions, drawing from a decade of industry experience to contribute to internal knowledge base and external FAQs.
• Led a team of 3 in employer and institution research to optimize platform for clients and rollover agen...
Jun. 2022 -Dec. 2022
Principal Financial GroupFinancial Advisor
• Led client onboarding and financial planning sessions, building long-term relationships and increasing my AUM 15% monthly.
• Managed a portfolio of high-net-worth clients, providing strategic investment advice and personalized retirement solutions.
• Developed and delivered educational seminars and presentations to groups of 10–50 participants, enhancing financial literacy and client engage...
Mar. 2021 -Jun. 2022
Prudential FinancialFinancial Advisor
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
• Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
• Prepared for and coordinated marketing events, created marketing comp...