Chase Stephenson
Gilbert,AZ
Summary
Hardworking relationship manager proficient at devising personalized solutions to meet all types of customer demands. Positive and upbeat team player and clear communicator. Dedicated to providing best service to customers and colleagues alike.
Overview
4
4
years of professional experience
Work History
Participant Relationship Manager II
Morgan Stanley
Gilbert, AZ
08.2022 - Current
- Service inbound participant inquiries of a diverse nature while adhering to quality assurance standards
- Manage daily volume of inbound calls and emails from participants, providing world-class customer service to both internal and external clients in all interactions
- Effectively communicate employee stock purchase plan details to corporate client employees
- Place trades/transfers of employee stock in foreign markets
- Strengthen and enhance existing client relationships through the processing of client inquiries, ensuring key client information and documentation is up to date
- Assist colleagues by providing insight to various topics when requested
- Submit leads to Virtual Advisory department
- Assist in reissuing failed disbursements to proper bank accounts/mailing addresses after troubleshooting the root of the error
- Operated as a Dedicated Subject Matter Expert to directly assist facilitators with training new hire class of 50+
- Assist colleagues with approval methods that typically involve a member of management
Employment Specialist
Express Employment Professionals
Phoenix, AZ
12.2021 - 08.2022
- Recruit potential candidates through various communication methods
- Conduct in-person/phone interviews with potential candidates for appropriate screening
- Hire and place candidates where best suited according to candidates' and corporate managers' needs/desires
- Benefit enrollment
- Assist in payroll processing
- Manage relationship between us and corporate clients
- Cold call prospect corporate clients with intent of setting up appointments to acquire staffing contracts
- Navigated candidates through onboarding process
Mobile Expert/Sales Associate
T-Mobile
Tempe, AZ
12.2020 - 12.2021
- Effectively communicate service plans/device recommendations to customers
- Educate customers of deals/new promotions to increase sales
- Assisted in operations management for store location
- Balance cash drawers
- Receive and account for merchandise shipment
- Troubleshoot customer devices to mitigate further issues
- Ensure cleanliness standards are consistently met
Education
Bachelor of Science - Marketing Research
Grand Canyon University
Phoenix, AZ04-2021
Skills
- Account Management
- Effective customer communication
- De-Escalation Techniques
- Relationship Management
- Attention to Detail
- Financial Services
- Team Leadership
- Written and verbal communication
- Quality Assurance
Timeline
Participant Relationship Manager II
Morgan Stanley
08.2022 - Current
Employment Specialist
Express Employment Professionals
12.2021 - 08.2022
Mobile Expert/Sales Associate
T-Mobile
12.2020 - 12.2021
Bachelor of Science - Marketing Research
Grand Canyon University
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