Chloe Lockshin
Sylvania,Ohio
Summary
Currently a Junior at Bowling Green State University studying Business Management. Interested in pursuing a career in Human Resources or Sales, with a strong focus on communication, people-centered work, and professional growth. Actively seeking opportunities to gain hands-on experience and develop my skills.
Overview
5
5
years of professional experience
Work History
Client Experience Ambassador
TFO Wealth Management
Maumee, OH
09.2025 - Current
- Acted as the primary point of contact for clients, delivering a welcoming, professional, and high-touch experience
- Coordinate client interactions across phone, email, and in-person channels with accuracy and discretion
- Addressed client requests and concerns promptly, ensuring proper escalation to maintain high service standards
- Assisted financial advisors in client onboarding, scheduling, and meeting preparation to enhance client engagement
- Maintained accurate client records and documentation in CRM and internal systems to support seamless client interactions
Nanny
Private Family Care
Sylvania, Ohio
01.2021 - 08.2025
- Provided attentive childcare in a safe and nurturing environment
- Applied CPR, basic first aid, and emergency procedures to prioritize child safety and well-being
- Facilitated effective communication with children and parents, demonstrating patience and flexibility to support family needs
- Executed daily routines, including meal prep and light cleaning, to create a structured and organized environment
Sales Associate
Pure Barre Toledo
Toledo, Ohio
12.2023 - 07.2024
- Promoted memberships, explained class options, and regularly met sales goals
- Cultivated strong client relationships through personalized suggestions
- Answered client questions, resolved issues, and ensured a positive customer experience
- Distributed promotional materials and encouraged client participation in events and offers
- Coordinated scheduling and front-desk tasks to ensure smooth studio operations
- Maintained cleanliness and organization of the studio to create a welcoming environment for clients.
Education
Bachelor of Science - Business Administration, Specialization in Management
Bowling Green State University
Bowling Green, OH05.2027
Skills
- Client Onboarding
- Client Relationship Management
- CRM software
- SalesForce
- HubSpot certification
- Data analysis Excel
- Team Collaboration
Accomplishments
Consistently named to the Honor Roll every semester for academic excellence, 3.85, management-focused curriculum that emphasizes leadership, strategic planning, and organizational behavior
Timeline
Client Experience Ambassador
TFO Wealth Management
09.2025 - Current
Sales Associate
Pure Barre Toledo
12.2023 - 07.2024
Nanny
Private Family Care
01.2021 - 08.2025
Bachelor of Science - Business Administration, Specialization in Management
Bowling Green State University