Years of experience: 12

HRDatabase CoordinatorData Entry AssociateConsultingCall CenterCustomer Support Representative

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Chelsey's Career Path
Senior Support SpecialistApr. 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...
Financial AdvisorJun. 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...
Financial AdvisorMar. 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...

Chelsey's Posts

  • About myself

    With over 12 years of experience in financial services, I excel in retirement planning and client education. I effectively communicate complex concepts, lead teams, and enhance client engagement through strategic insights. My efforts have significantly boosted membership retention and AUM.

  • Job Description

    Seeking a role focused on financial literacy education and retirement consulting, where I can leverage my skills in both group and individual settings to foster financial empowerment and informed decision-making among clients.

  • How to contact

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